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 | $987,799 | -31.9% | 14,289 | -28.1% | 0.07% | -30.2% |
| Q2 2023 | $1,450,359 | -0.9% | 19,887 | -2.3% | 0.10% | -3.0% |
| Q1 2023 | $1,462,806 | +26.8% | 20,362 | +16.0% | 0.10% | +20.7% |
| Q4 2022 | $1,153,803 | +19.6% | 17,551 | +2.1% | 0.08% | +15.5% |
| Q3 2022 | $965,000 | +9.2% | 17,186 | +22.1% | 0.07% | +9.2% |
| Q2 2022 | $884,000 | -21.2% | 14,078 | -7.5% | 0.06% | -14.5% |
| Q1 2022 | $1,122,000 | -56.8% | 15,215 | -53.5% | 0.08% | -63.5% |
| Q4 2021 | $2,600,000 | +2.4% | 32,722 | +1.1% | 0.21% | -6.3% |
| Q3 2021 | $2,538,000 | +41.0% | 32,377 | +42.2% | 0.22% | +38.8% |
| Q2 2021 | $1,800,000 | +31.3% | 22,773 | +26.1% | 0.16% | +16.8% |
| Q1 2021 | $1,371,000 | +125.5% | 18,059 | +117.1% | 0.14% | +93.0% |
| Q4 2020 | $608,000 | -53.9% | 8,318 | -60.0% | 0.07% | -59.7% |
| Q3 2020 | $1,319,000 | +50.2% | 20,785 | +43.5% | 0.18% | +39.7% |
| Q2 2020 | $878,000 | +55.7% | 14,485 | +36.5% | 0.13% | +41.6% |
| Q1 2020 | $564,000 | +51.6% | 10,610 | +95.9% | 0.09% | +81.6% |
| Q4 2019 | $372,000 | – | 5,416 | – | 0.05% | – |
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% |