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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $531,000 | -5.2% | 7,202 | +2.2% | 0.34% | -2.3% |
| Q4 2021 | $560,000 | -56.5% | 7,044 | -57.1% | 0.35% | -60.7% |
| Q3 2021 | $1,288,000 | -15.7% | 16,433 | -15.0% | 0.88% | -25.5% |
| Q2 2021 | $1,528,000 | +40.4% | 19,336 | +34.8% | 1.19% | +20.5% |
| Q1 2021 | $1,088,000 | -8.7% | 14,340 | -12.2% | 0.98% | -8.8% |
| Q4 2020 | $1,192,000 | +14.3% | 16,326 | -0.7% | 1.08% | +0.1% |
| Q3 2020 | $1,043,000 | -2.6% | 16,437 | -7.0% | 1.08% | -16.0% |
| Q2 2020 | $1,071,000 | +10.2% | 17,673 | -3.3% | 1.28% | -0.2% |
| Q1 2020 | $972,000 | +2270.7% | 18,280 | +913900.0% | 1.28% | +4045.2% |
| Q4 2019 | $41,000 | – | 2 | – | 0.03% | – |
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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% |