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 | $6,983,866 | -4.5% | 101,025 | +0.8% | 4.49% | -1.1% |
| Q2 2023 | $7,312,554 | +1.0% | 100,268 | -0.5% | 4.54% | -1.7% |
| Q1 2023 | $7,241,162 | +5.0% | 100,796 | -3.9% | 4.62% | -6.0% |
| Q4 2022 | $6,897,880 | +18.9% | 104,927 | +1.5% | 4.92% | +2.4% |
| Q3 2022 | $5,802,000 | -4.2% | 103,376 | +7.1% | 4.80% | -9.4% |
| Q2 2022 | $6,055,000 | -12.7% | 96,478 | +2.6% | 5.29% | -4.5% |
| Q1 2022 | $6,936,000 | -2.6% | 94,069 | +5.0% | 5.54% | +3.8% |
| Q4 2021 | $7,122,000 | -16.1% | 89,630 | -17.3% | 5.34% | -24.3% |
| Q3 2021 | $8,491,000 | -0.4% | 108,325 | +0.5% | 7.06% | +0.4% |
| Q2 2021 | $8,521,000 | +9.5% | 107,825 | +5.2% | 7.03% | -2.3% |
| Q1 2021 | $7,781,000 | +675.0% | 102,523 | +645.8% | 7.20% | +527.9% |
| Q4 2020 | $1,004,000 | – | 13,747 | – | 1.15% | – |
Download | ||||||
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% |