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 | $56,825 | -42.3% | 822 | -39.2% | 0.01% | -39.1% |
| Q2 2023 | $98,528 | +1.5% | 1,351 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $97,056 | +24.9% | 1,351 | +14.3% | 0.02% | +20.0% |
| Q4 2022 | $77,705 | +16.0% | 1,182 | 0.0% | 0.02% | +17.6% |
| Q3 2022 | $67,000 | -49.2% | 1,182 | -43.8% | 0.02% | -48.5% |
| Q2 2022 | $132,000 | -14.8% | 2,102 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $155,000 | -7.2% | 2,102 | 0.0% | 0.04% | -7.5% |
| Q4 2021 | $167,000 | +1.2% | 2,102 | 0.0% | 0.04% | -7.0% |
| Q3 2021 | $165,000 | -0.6% | 2,102 | 0.0% | 0.04% | -4.4% |
| Q2 2021 | $166,000 | +19.4% | 2,102 | +186.4% | 0.04% | +7.1% |
| Q1 2021 | $139,000 | +3.7% | 734 | -59.8% | 0.04% | -6.7% |
| Q4 2020 | $134,000 | – | 1,828 | – | 0.04% | – |
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% |