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 | $528,775 | -2.9% | 7,649 | +2.4% | 0.12% | +0.9% |
| Q2 2023 | $544,714 | -9.1% | 7,469 | -10.4% | 0.11% | -13.6% |
| Q1 2023 | $598,930 | +8.7% | 8,337 | -0.5% | 0.13% | +4.8% |
| Q4 2022 | $551,033 | +23.6% | 8,382 | +5.5% | 0.13% | +10.5% |
| Q3 2022 | $446,000 | -9.7% | 7,943 | +0.8% | 0.11% | -5.0% |
| Q2 2022 | $494,000 | -17.7% | 7,877 | -3.2% | 0.12% | -9.8% |
| Q1 2022 | $600,000 | +17.4% | 8,139 | +26.7% | 0.13% | +16.7% |
| Q4 2021 | $511,000 | +28.1% | 6,426 | +26.1% | 0.11% | +11.8% |
| Q3 2021 | $399,000 | +0.5% | 5,095 | +1.4% | 0.10% | -27.7% |
| Q2 2021 | $397,000 | +1.8% | 5,024 | -2.2% | 0.14% | -6.6% |
| Q1 2021 | $390,000 | +17.8% | 5,135 | +13.2% | 0.15% | +11.0% |
| Q4 2020 | $331,000 | +24.4% | 4,535 | +8.3% | 0.14% | +9.7% |
| Q3 2020 | $266,000 | +11.3% | 4,189 | +6.0% | 0.12% | +2.5% |
| Q2 2020 | $239,000 | – | 3,952 | – | 0.12% | – |
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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% |