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 | $346,963 | -5.2% | 5,019 | 0.0% | 0.06% | -6.8% |
| Q2 2023 | $366,036 | +13.2% | 5,019 | +11.5% | 0.06% | -31.4% |
| Q1 2023 | $323,352 | +4.4% | 4,501 | -4.5% | 0.09% | -28.3% |
| Q4 2022 | $309,833 | +54.1% | 4,713 | +31.8% | 0.12% | +31.9% |
| Q3 2022 | $201,000 | -10.3% | 3,577 | 0.0% | 0.09% | -12.5% |
| Q2 2022 | $224,000 | -14.8% | 3,577 | +0.1% | 0.10% | +2.0% |
| Q1 2022 | $263,000 | +12.9% | 3,572 | +21.7% | 0.10% | 0.0% |
| Q4 2021 | $233,000 | +1.3% | 2,936 | 0.0% | 0.10% | -12.8% |
| Q3 2021 | $230,000 | -21.8% | 2,936 | -21.1% | 0.12% | -25.5% |
| Q2 2021 | $294,000 | +6.5% | 3,721 | +2.3% | 0.16% | -15.1% |
| Q1 2021 | $276,000 | +42.3% | 3,639 | +37.3% | 0.18% | +27.6% |
| Q4 2020 | $194,000 | +21.2% | 2,651 | +5.0% | 0.14% | 0.0% |
| Q3 2020 | $160,000 | +272.1% | 2,524 | +208.9% | 0.14% | +326.5% |
| Q1 2020 | $43,000 | – | 817 | – | 0.03% | – |
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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% |