ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 245 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,275,251 | -5.2% | 149,262 | -13.3% | 1.24% | -13.6% |
| Q3 2023 | $11,897,964 | -16.0% | 172,110 | -11.4% | 1.43% | -14.2% |
| Q2 2023 | $14,170,490 | -29.7% | 194,303 | -30.7% | 1.67% | -33.1% |
| Q1 2023 | $20,153,211 | -19.8% | 280,529 | -26.6% | 2.50% | -22.0% |
| Q4 2022 | $25,141,087 | +6.4% | 382,432 | -9.2% | 3.20% | -3.4% |
| Q3 2022 | $23,632,000 | +67.3% | 421,015 | +87.1% | 3.32% | +75.3% |
| Q2 2022 | $14,123,000 | -51.6% | 225,035 | -43.1% | 1.89% | -43.8% |
| Q1 2022 | $29,150,000 | -4.0% | 395,367 | +3.5% | 3.37% | -0.7% |
| Q4 2021 | $30,361,000 | +12.4% | 382,097 | +12.1% | 3.39% | +4.5% |
| Q3 2021 | $27,000,000 | +3.8% | 340,989 | +5.4% | 3.24% | -0.2% |
| Q2 2021 | $26,000,000 | +13.0% | 323,648 | +6.9% | 3.25% | +8.2% |
| Q1 2021 | $23,000,000 | +64.3% | 302,753 | +54.2% | 3.00% | +46.3% |
| Q4 2020 | $14,000,000 | +4181.3% | 196,325 | +3716.6% | 2.05% | +3632.7% |
| Q3 2020 | $327,000 | +16.4% | 5,144 | +11.0% | 0.06% | +7.8% |
| Q2 2020 | $281,000 | – | 4,634 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 259,027 | $19,098,000 | 14.22% |
| High Note Wealth, LLC | 249,108 | $18,366,000 | 6.48% |
| SPINNAKER TRUST | 1,211,491 | $89,323,000 | 6.02% |
| Bond & Devick Financial Network, Inc. | 94,069 | $6,936,000 | 5.54% |
| Financial Network Wealth Management LLC | 129,035 | $9,514,000 | 4.96% |
| Laurel Wealth Planning LLC | 98,953 | $7,296,000 | 4.92% |
| Ellevest, Inc. | 113,383 | $42,333,000 | 3.57% |
| Tillar-Wenstrup Advisors, LLC | 98,347 | $7,251,000 | 3.47% |
| RVW Wealth, LLC | 395,367 | $29,150,000 | 3.37% |
| Private Ocean, LLC | 353,931 | $26,095,000 | 3.26% |