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 2022 | $6,698,000 | -7.8% | 119,322 | +3.1% | 0.19% | -7.9% |
| Q2 2022 | $7,265,000 | +46.2% | 115,766 | +71.8% | 0.20% | +72.0% |
| Q1 2022 | $4,969,000 | -38.8% | 67,393 | -34.1% | 0.12% | -43.0% |
| Q4 2021 | $8,121,000 | +19.7% | 102,203 | +18.1% | 0.21% | +2.5% |
| Q3 2021 | $6,785,000 | +42.7% | 86,564 | +43.9% | 0.20% | +20.2% |
| Q2 2021 | $4,755,000 | +81.8% | 60,166 | +74.7% | 0.17% | +27.3% |
| Q1 2021 | $2,615,000 | +100.5% | 34,449 | +93.0% | 0.13% | +36.1% |
| Q4 2020 | $1,304,000 | +5.6% | 17,847 | -8.2% | 0.10% | -13.4% |
| Q3 2020 | $1,235,000 | +20.6% | 19,448 | +15.1% | 0.11% | -27.3% |
| Q2 2020 | $1,024,000 | – | 16,897 | – | 0.15% | – |
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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% |