ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623 | -49.9% | 9,008 | -47.2% | 0.25% | -57.6% |
| Q2 2023 | $1,244 | -34.4% | 17,058 | -35.4% | 0.60% | -19.0% |
| Q1 2023 | $1,896 | -6.5% | 26,390 | -14.4% | 0.74% | -3.2% |
| Q4 2022 | $2,028 | -99.9% | 30,846 | +6.7% | 0.76% | +10.5% |
| Q3 2022 | $1,622,000 | -12.8% | 28,896 | -2.5% | 0.69% | -4.2% |
| Q2 2022 | $1,860,000 | -15.4% | 29,638 | -0.6% | 0.72% | +1.7% |
| Q1 2022 | $2,199,000 | -3.1% | 29,819 | +4.4% | 0.71% | -0.7% |
| Q4 2021 | $2,269,000 | +10.4% | 28,566 | +8.9% | 0.71% | +3.8% |
| Q3 2021 | $2,056,000 | +0.8% | 26,235 | +1.7% | 0.68% | +6.7% |
| Q2 2021 | $2,039,000 | +5.2% | 25,795 | +1.0% | 0.64% | -1.5% |
| Q1 2021 | $1,939,000 | +6.0% | 25,544 | +2.0% | 0.65% | -2.7% |
| Q4 2020 | $1,830,000 | +25.4% | 25,052 | +9.0% | 0.67% | +5.5% |
| Q3 2020 | $1,459,000 | +4.8% | 22,984 | 0.0% | 0.64% | -3.5% |
| Q2 2020 | $1,392,000 | +14.9% | 22,984 | +0.9% | 0.66% | -6.7% |
| Q1 2020 | $1,211,000 | – | 22,772 | – | 0.70% | – |
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% |