ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 100 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $15,000 | -16.7% | 247 | -19.0% | 0.00% | -33.3% |
| Q2 2020 | $18,000 | +12.5% | 305 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -74.2% | 305 | -66.3% | 0.00% | -72.7% |
| Q4 2019 | $62,000 | -70.9% | 905 | -72.9% | 0.01% | -73.8% |
| Q3 2019 | $213,000 | -9.7% | 3,336 | -9.4% | 0.04% | -14.3% |
| Q2 2019 | $236,000 | -0.8% | 3,682 | -2.6% | 0.05% | 0.0% |
| Q1 2019 | $238,000 | +15.0% | 3,782 | +4.7% | 0.05% | -2.0% |
| Q4 2018 | $207,000 | -11.2% | 3,613 | +3.0% | 0.05% | +16.3% |
| Q3 2018 | $233,000 | +9.4% | 3,508 | +6.8% | 0.04% | 0.0% |
| Q2 2018 | $213,000 | – | 3,284 | – | 0.04% | – |
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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% |