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 | $207,356 | -2.1% | 3,000 | +3.3% | 0.03% | 0.0% |
| Q2 2023 | $211,826 | -57.2% | 2,905 | -57.8% | 0.03% | -58.5% |
| Q1 2023 | $494,676 | +7.6% | 6,886 | -1.6% | 0.08% | +7.9% |
| Q4 2022 | $459,904 | +16.7% | 6,996 | -0.3% | 0.08% | +8.6% |
| Q3 2022 | $394,000 | -11.3% | 7,017 | -0.9% | 0.07% | -9.1% |
| Q2 2022 | $444,000 | -18.8% | 7,080 | -4.6% | 0.08% | -10.5% |
| Q1 2022 | $547,000 | -11.8% | 7,424 | -4.9% | 0.09% | -11.3% |
| Q4 2021 | $620,000 | +2.5% | 7,803 | +1.0% | 0.10% | 0.0% |
| Q3 2021 | $605,000 | +4.7% | 7,724 | +5.6% | 0.10% | +2.1% |
| Q2 2021 | $578,000 | +7.6% | 7,311 | +3.3% | 0.10% | -8.7% |
| Q1 2021 | $537,000 | -2.9% | 7,079 | -6.5% | 0.10% | -10.3% |
| Q4 2020 | $553,000 | +20.7% | 7,569 | +5.0% | 0.12% | +8.4% |
| Q3 2020 | $458,000 | +3.4% | 7,210 | -1.4% | 0.11% | +16.3% |
| Q2 2020 | $443,000 | +27.3% | 7,312 | +11.8% | 0.09% | +15.0% |
| Q1 2020 | $348,000 | -21.8% | 6,542 | +1.1% | 0.08% | -14.9% |
| Q4 2019 | $445,000 | +6.2% | 6,473 | -1.0% | 0.09% | +2.2% |
| Q3 2019 | $419,000 | +0.5% | 6,538 | +0.8% | 0.09% | +2.2% |
| Q2 2019 | $417,000 | +2.5% | 6,489 | +0.9% | 0.09% | +4.7% |
| Q1 2019 | $407,000 | +62.8% | 6,434 | +47.8% | 0.09% | +53.6% |
| Q4 2018 | $250,000 | +55.3% | 4,353 | +79.1% | 0.06% | +75.0% |
| Q3 2018 | $161,000 | +215.7% | 2,430 | +211.1% | 0.03% | +190.9% |
| Q2 2018 | $51,000 | -1.9% | 781 | +1.2% | 0.01% | 0.0% |
| Q1 2018 | $52,000 | – | 772 | – | 0.01% | – |
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% |