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 | $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 | 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% |