ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $537,000 | -38.0% | 9,985 | -20.7% | 0.42% | -19.4% |
| Q4 2019 | $866,000 | +2.5% | 12,595 | -4.4% | 0.52% | -7.0% |
| Q3 2019 | $845,000 | -1.1% | 13,180 | -0.7% | 0.56% | -2.3% |
| Q2 2019 | $854,000 | -6.4% | 13,275 | -8.1% | 0.57% | -15.2% |
| Q1 2019 | $912,000 | +4.2% | 14,440 | -5.4% | 0.68% | -13.2% |
| Q4 2018 | $875,000 | – | 15,265 | – | 0.78% | – |
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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% |