ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 321 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,431,328 | -13.0% | 78,567 | -8.2% | 0.52% | +7.5% |
| Q2 2023 | $6,241,048 | +2.7% | 85,576 | +1.1% | 0.48% | -6.6% |
| Q1 2023 | $6,078,560 | +119840.0% | 84,612 | +9.8% | 0.52% | +13.2% |
| Q4 2022 | $5,068 | -99.8% | 77,087 | +74.3% | 0.46% | +83.9% |
| Q3 2022 | $2,482,000 | -32.5% | 44,217 | -24.5% | 0.25% | -32.4% |
| Q2 2022 | $3,675,000 | +105.1% | 58,553 | +159.6% | 0.37% | +158.5% |
| Q1 2022 | $1,792,000 | 0.0% | 22,557 | 0.0% | 0.14% | 0.0% |
| Q4 2021 | $1,792,000 | +62.6% | 22,557 | +60.4% | 0.14% | +43.4% |
| Q3 2021 | $1,102,000 | +46.5% | 14,065 | +47.8% | 0.10% | +47.8% |
| Q2 2021 | $752,000 | +7.6% | 9,518 | +3.4% | 0.07% | -1.5% |
| Q1 2021 | $699,000 | +24.4% | 9,209 | +19.8% | 0.07% | +11.5% |
| Q4 2020 | $562,000 | +27.4% | 7,688 | +10.6% | 0.06% | +7.0% |
| Q3 2020 | $441,000 | +4.8% | 6,952 | 0.0% | 0.06% | -3.4% |
| Q2 2020 | $421,000 | – | 6,952 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |