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 | $4,086,573 | -29.1% | 59,114 | -25.3% | 0.04% | -27.1% |
| Q2 2023 | $5,767,901 | -1.5% | 79,088 | -2.9% | 0.05% | -5.9% |
| Q1 2023 | $5,852,769 | +22.3% | 81,470 | +11.9% | 0.05% | +15.9% |
| Q4 2022 | $4,786,788 | +159.2% | 72,814 | +121.2% | 0.04% | +18.9% |
| Q3 2022 | $1,847,000 | -1.3% | 32,914 | +10.4% | 0.04% | +23.3% |
| Q2 2022 | $1,871,000 | -13.3% | 29,806 | +1.9% | 0.03% | -3.2% |
| Q1 2022 | $2,157,000 | -12.3% | 29,253 | -5.5% | 0.03% | -11.4% |
| Q4 2021 | $2,459,000 | +21.0% | 30,943 | +19.4% | 0.04% | +9.4% |
| Q3 2021 | $2,032,000 | +22.6% | 25,925 | +23.6% | 0.03% | +18.5% |
| Q2 2021 | $1,657,000 | +77.4% | 20,968 | +70.4% | 0.03% | +50.0% |
| Q1 2021 | $934,000 | +11.9% | 12,308 | +7.6% | 0.02% | +5.9% |
| Q4 2020 | $835,000 | – | 11,438 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |