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 | $473,886 | -10.5% | 6,855 | -5.6% | 0.11% | -11.8% |
| Q2 2023 | $529,618 | +1.0% | 7,262 | -0.5% | 0.13% | -6.6% |
| Q1 2023 | $524,504 | +8.6% | 7,301 | -0.6% | 0.14% | 0.0% |
| Q4 2022 | $482,860 | -11.6% | 7,345 | -24.5% | 0.14% | -26.9% |
| Q3 2022 | $546,000 | -17.3% | 9,728 | -7.5% | 0.19% | -16.6% |
| Q2 2022 | $660,000 | -13.2% | 10,513 | +1.9% | 0.22% | -11.9% |
| Q1 2022 | $760,000 | -3.7% | 10,314 | +3.9% | 0.25% | -0.4% |
| Q4 2021 | $789,000 | +2.7% | 9,925 | +1.3% | 0.25% | -5.6% |
| Q3 2021 | $768,000 | +29.5% | 9,796 | +30.6% | 0.27% | +30.0% |
| Q2 2021 | $593,000 | +20.0% | 7,498 | +15.2% | 0.21% | +17.6% |
| Q1 2021 | $494,000 | +51.5% | 6,506 | +45.7% | 0.18% | +40.8% |
| Q4 2020 | $326,000 | +24.0% | 4,464 | +7.9% | 0.12% | +4.2% |
| Q3 2020 | $263,000 | +4.8% | 4,139 | 0.0% | 0.12% | +3.4% |
| Q2 2020 | $251,000 | +13.6% | 4,139 | -0.2% | 0.12% | -1.7% |
| Q1 2020 | $221,000 | -3.1% | 4,149 | +24.9% | 0.12% | +14.6% |
| Q4 2019 | $228,000 | +0.4% | 3,323 | -6.2% | 0.10% | -8.0% |
| Q3 2019 | $227,000 | -1.3% | 3,543 | -1.0% | 0.11% | -5.1% |
| Q2 2019 | $230,000 | -3.4% | 3,578 | -5.1% | 0.12% | -6.3% |
| Q1 2019 | $238,000 | -5.9% | 3,771 | -14.5% | 0.13% | -19.7% |
| Q4 2018 | $253,000 | -1.2% | 4,409 | +12.3% | 0.16% | +14.6% |
| Q2 2018 | $256,000 | – | 3,925 | – | 0.14% | – |
Download | ||||||
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% |