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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $130,000 | -12.2% | 1,641 | -13.2% | 0.05% | -20.0% |
| Q3 2021 | $148,000 | -30.2% | 1,891 | -29.4% | 0.06% | -34.8% |
| Q2 2021 | $212,000 | -1.4% | 2,679 | -5.4% | 0.09% | -13.2% |
| Q1 2021 | $215,000 | -2.7% | 2,831 | -6.6% | 0.11% | -13.1% |
| Q4 2020 | $221,000 | +15.1% | 3,031 | 0.0% | 0.12% | +2.5% |
| Q3 2020 | $192,000 | -5.4% | 3,031 | -9.5% | 0.12% | -15.0% |
| Q2 2020 | $203,000 | -11.7% | 3,351 | 0.0% | 0.14% | -16.2% |
| Q4 2019 | $230,000 | +7.0% | 3,351 | 0.0% | 0.17% | -8.7% |
| Q3 2019 | $215,000 | -6.5% | 3,351 | -6.2% | 0.18% | +10.9% |
| Q2 2019 | $230,000 | -11.5% | 3,573 | -13.3% | 0.16% | -17.9% |
| Q1 2019 | $260,000 | – | 4,120 | – | 0.20% | – |
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% |