ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 149 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,406 | -32.0% | 4,143 | -28.3% | 0.01% | -20.0% |
| Q2 2023 | $421,244 | -7.6% | 5,776 | -9.0% | 0.02% | -16.7% |
| Q1 2023 | $455,968 | +18.9% | 6,347 | +8.8% | 0.02% | +12.5% |
| Q4 2022 | $383,461 | -30.3% | 5,833 | -40.5% | 0.02% | -36.0% |
| Q3 2022 | $550,000 | -6.0% | 9,799 | +5.0% | 0.02% | -3.8% |
| Q2 2022 | $585,000 | -15.5% | 9,330 | -0.6% | 0.03% | -7.1% |
| Q1 2022 | $692,000 | -0.4% | 9,386 | +7.3% | 0.03% | -20.0% |
| Q4 2021 | $695,000 | +30.3% | 8,748 | +29.6% | 0.04% | +29.6% |
| Q2 2021 | $533,453 | +14.8% | 6,750 | +10.2% | 0.03% | 0.0% |
| Q1 2021 | $464,736 | +54.5% | 6,123 | +48.7% | 0.03% | +35.0% |
| Q4 2020 | $300,706 | -60.4% | 4,117 | -65.5% | 0.02% | -67.2% |
| Q3 2020 | $758,459 | +5.0% | 11,948 | +0.2% | 0.06% | -1.6% |
| Q2 2020 | $722,417 | +29.1% | 11,925 | +13.2% | 0.06% | +1.6% |
| Q1 2020 | $559,766 | -38.0% | 10,530 | -19.9% | 0.06% | -20.8% |
| Q4 2019 | $903,335 | +41.4% | 13,141 | +31.9% | 0.08% | +26.2% |
| Q3 2019 | $638,849 | +22.6% | 9,963 | -97.6% | 0.06% | +29.8% |
| Q2 2019 | $521,031 | +4.2% | 420,000 | +5207.7% | 0.05% | -14.5% |
| Q1 2019 | $499,943 | +10.1% | 7,913 | 0.0% | 0.06% | -6.8% |
| Q4 2018 | $454,048 | +0.5% | 7,913 | +16.0% | 0.06% | +15.7% |
| Q3 2018 | $451,676 | -3.0% | 6,821 | -4.6% | 0.05% | -15.0% |
| Q2 2018 | $465,875 | -31.4% | 7,153 | -29.1% | 0.06% | -39.4% |
| Q1 2018 | $679,393 | -12.9% | 10,092 | -12.3% | 0.10% | -11.6% |
| Q4 2017 | $780,296 | -33.8% | 11,502 | -35.3% | 0.11% | -41.1% |
| Q3 2017 | $1,178,654 | -35.0% | 17,791 | -38.5% | 0.19% | -44.1% |
| Q2 2017 | $1,812,231 | +15.9% | 28,929 | +11.1% | 0.34% | -1.2% |
| Q1 2017 | $1,564,203 | +36.3% | 26,031 | +26.4% | 0.34% | +19.0% |
| Q4 2016 | $1,147,614 | – | 20,589 | – | 0.29% | – |
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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% |