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 | $1,566,470 | -7.5% | 22,659 | -2.4% | 0.01% | -14.3% |
| Q2 2023 | $1,693,101 | +95286.0% | 23,215 | -6.1% | 0.01% | -12.5% |
| Q1 2023 | $1,775 | +5.4% | 24,729 | -3.6% | 0.01% | 0.0% |
| Q4 2022 | $1,684 | -99.9% | 25,640 | -15.7% | 0.01% | -11.1% |
| Q3 2022 | $1,706,000 | -20.2% | 30,403 | -10.8% | 0.01% | -18.2% |
| Q2 2022 | $2,139,000 | -33.7% | 34,095 | -22.1% | 0.01% | -31.2% |
| Q1 2022 | $3,225,000 | -3.8% | 43,750 | +3.7% | 0.02% | 0.0% |
| Q4 2021 | $3,353,000 | -2.7% | 42,207 | -4.0% | 0.02% | -11.1% |
| Q3 2021 | $3,446,000 | +10.0% | 43,977 | +10.9% | 0.02% | 0.0% |
| Q2 2021 | $3,133,000 | +26.4% | 39,654 | +21.4% | 0.02% | +5.9% |
| Q1 2021 | $2,478,000 | +145.6% | 32,653 | +136.3% | 0.02% | +112.5% |
| Q4 2020 | $1,009,000 | +111.1% | 13,820 | +83.5% | 0.01% | +100.0% |
| Q3 2020 | $478,000 | +1548.3% | 7,530 | +1498.7% | 0.00% | – |
| Q2 2020 | $29,000 | -38.3% | 471 | -46.5% | 0.00% | -100.0% |
| Q1 2020 | $47,000 | – | 880 | – | 0.00% | – |
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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% |