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 | $1,655,456 | -3.3% | 23,947 | +2.0% | 0.84% | +0.7% |
| Q2 2023 | $1,712,688 | +2.7% | 23,484 | +1.1% | 0.84% | -5.4% |
| Q1 2023 | $1,667,981 | +73.3% | 23,218 | +58.6% | 0.88% | +126.4% |
| Q4 2022 | $962,302 | +13.2% | 14,638 | -3.3% | 0.39% | -18.6% |
| Q3 2022 | $850,000 | -4.8% | 15,135 | +6.3% | 0.48% | -0.4% |
| Q2 2022 | $893,000 | +14.9% | 14,235 | +35.1% | 0.48% | +27.2% |
| Q1 2022 | $777,000 | +32.6% | 10,536 | +42.8% | 0.38% | +54.3% |
| Q4 2021 | $586,000 | +1.7% | 7,379 | +0.4% | 0.24% | -2.0% |
| Q3 2021 | $576,000 | +7.7% | 7,346 | +8.6% | 0.25% | +10.1% |
| Q2 2021 | $535,000 | +10.8% | 6,765 | +6.4% | 0.23% | +5.6% |
| Q1 2021 | $483,000 | +13.1% | 6,358 | +8.7% | 0.22% | -3.6% |
| Q4 2020 | $427,000 | +80.9% | 5,848 | +57.2% | 0.22% | +64.0% |
| Q3 2020 | $236,000 | +14.6% | 3,720 | +9.2% | 0.14% | +21.4% |
| Q2 2020 | $206,000 | – | 3,407 | – | 0.11% | – |
Download | ||||||
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% |