ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,323 | -42.5% | 77 | -39.4% | 0.00% | -33.3% |
| Q2 2023 | $9,262 | +1.5% | 127 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,124 | +29.7% | 127 | +18.7% | 0.00% | 0.0% |
| Q4 2022 | $7,034 | -21.8% | 107 | -36.7% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -18.2% | 169 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $11,000 | -8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -14.3% | 169 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 172 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | -13.3% | 172 | -8.0% | 0.00% | -20.0% |
| Q2 2021 | $15,000 | +15.4% | 187 | +10.7% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 169 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 169 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 169 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $11,000 | +22.2% | 169 | +6.3% | 0.01% | +20.0% |
| Q4 2018 | $9,000 | – | 159 | – | 0.01% | – |
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% |