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% | – |
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% |