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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,673,949 | -4.2% | 38,680 | +1.1% | 1.74% | +0.8% |
| Q2 2023 | $2,791,032 | +2.1% | 38,270 | +0.6% | 1.72% | -0.4% |
| Q1 2023 | $2,733,512 | +10.8% | 38,050 | +1.4% | 1.73% | +5.9% |
| Q4 2022 | $2,466,894 | +18.9% | 37,525 | +1.5% | 1.64% | +17.0% |
| Q3 2022 | $2,075,000 | -99.9% | 36,965 | +3.2% | 1.40% | -6.0% |
| Q2 2022 | $2,248,377,000 | -9.8% | 35,825 | +5.9% | 1.49% | +2.8% |
| Q1 2022 | $2,493,180,000 | +14.4% | 33,815 | +23.3% | 1.45% | +17.2% |
| Q4 2021 | $2,179,588,000 | +9.1% | 27,430 | +7.6% | 1.24% | +1.8% |
| Q3 2021 | $1,997,906,000 | +7.0% | 25,490 | +7.9% | 1.21% | +4.4% |
| Q2 2021 | $1,867,479,000 | +20.5% | 23,630 | +15.7% | 1.16% | +8.9% |
| Q1 2021 | $1,549,499,000 | +30.3% | 20,415 | +25.4% | 1.07% | +12.3% |
| Q4 2020 | $1,189,091,000 | +19.2% | 16,280 | +3.6% | 0.95% | +1.4% |
| Q3 2020 | $997,588,000 | – | 15,715 | – | 0.94% | – |
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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% |