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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $335,746 | -4.3% | 4,262 | -2.9% | 0.05% | -12.5% |
| Q1 2024 | $350,668 | -1.0% | 4,388 | -6.4% | 0.06% | -16.4% |
| Q4 2023 | $354,097 | -27.5% | 4,688 | -33.7% | 0.07% | -33.7% |
| Q3 2023 | $488,645 | -13.7% | 7,068 | -8.9% | 0.10% | -5.6% |
| Q2 2023 | $565,973 | +2.7% | 7,760 | +1.2% | 0.11% | -4.5% |
| Q1 2023 | $550,862 | -4.1% | 7,668 | -12.3% | 0.11% | +45.5% |
| Q4 2022 | $574,496 | +15.8% | 8,739 | -1.1% | 0.08% | -36.4% |
| Q3 2022 | $496,000 | -11.7% | 8,833 | -1.3% | 0.12% | +6.1% |
| Q2 2022 | $562,000 | -25.7% | 8,952 | -12.7% | 0.11% | -15.6% |
| Q1 2022 | $756,000 | -25.7% | 10,252 | -20.0% | 0.14% | -20.1% |
| Q4 2021 | $1,018,000 | +8.2% | 12,809 | +6.7% | 0.17% | +1.2% |
| Q3 2021 | $941,000 | +3.6% | 12,002 | +4.4% | 0.17% | +0.6% |
| Q2 2021 | $908,000 | +3.3% | 11,491 | -0.8% | 0.17% | -17.4% |
| Q1 2021 | $879,000 | +10.4% | 11,584 | +6.3% | 0.20% | +0.5% |
| Q4 2020 | $796,000 | +10.9% | 10,901 | -3.7% | 0.20% | -14.5% |
| Q3 2020 | $718,000 | +22.7% | 11,317 | +17.2% | 0.23% | +4.5% |
| Q2 2020 | $585,000 | +15.2% | 9,656 | +1.1% | 0.22% | -3.4% |
| Q1 2020 | $508,000 | -40.2% | 9,553 | -22.8% | 0.23% | -27.3% |
| Q4 2019 | $850,000 | +66.0% | 12,367 | +54.8% | 0.32% | +38.7% |
| Q3 2019 | $512,000 | +94.7% | 7,991 | +97.1% | 0.23% | +103.5% |
| Q2 2019 | $263,000 | +6475.0% | 4,055 | +6658.3% | 0.11% | +5550.0% |
| Q1 2019 | $4,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 60 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |