ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,766 | -3.6% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $78,594 | -0.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $78,737 | +9.3% | 1,096 | 0.0% | 0.05% | +4.1% |
| Q4 2022 | $72,051 | +16.2% | 1,096 | 0.0% | 0.05% | +8.9% |
| Q3 2022 | $62,000 | -10.1% | 1,096 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $69,000 | -14.8% | 1,096 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $81,000 | -6.9% | 1,096 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $87,000 | +1.2% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $86,000 | -7.5% | 1,096 | -7.4% | 0.05% | -5.6% |
| Q2 2021 | $93,000 | +3.3% | 1,183 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $90,000 | +4.7% | 1,183 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $86,000 | -11.3% | 1,183 | -22.6% | 0.06% | -18.6% |
| Q3 2020 | $97,000 | +4.3% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $93,000 | +14.8% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $81,000 | -22.9% | 1,528 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $105,000 | +7.1% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $98,000 | 0.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $98,000 | +1.0% | 1,528 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $97,000 | – | 1,528 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |