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 | $119,712 | -0.1% | 1,731,698 | +5.3% | 0.25% | +1.6% |
| Q2 2023 | $119,888 | +2.2% | 1,643,881 | +0.7% | 0.24% | -0.8% |
| Q1 2023 | $117,315 | +6.7% | 1,633,013 | -2.4% | 0.25% | -6.8% |
| Q4 2022 | $109,953 | -99.9% | 1,672,544 | -1.4% | 0.26% | +7.8% |
| Q3 2022 | $95,166,000 | -18.9% | 1,695,472 | -9.4% | 0.24% | -19.9% |
| Q2 2022 | $117,388,000 | -23.7% | 1,870,434 | -10.4% | 0.31% | -13.1% |
| Q1 2022 | $153,932,000 | -6.0% | 2,087,788 | +1.3% | 0.35% | -4.6% |
| Q4 2021 | $163,709,000 | +33.1% | 2,060,276 | +31.3% | 0.37% | +19.4% |
| Q3 2021 | $122,954,000 | +9.9% | 1,568,694 | +10.8% | 0.31% | +8.8% |
| Q2 2021 | $111,926,000 | +17.3% | 1,416,254 | +12.6% | 0.28% | +5.2% |
| Q1 2021 | $95,458,000 | +19.5% | 1,257,686 | +15.0% | 0.27% | +12.5% |
| Q4 2020 | $79,853,000 | +36.5% | 1,093,287 | +18.7% | 0.24% | +20.0% |
| Q3 2020 | $58,482,000 | +13.7% | 921,274 | +8.5% | 0.20% | +3.1% |
| Q2 2020 | $51,431,000 | +41.5% | 848,985 | +24.1% | 0.19% | +14.8% |
| Q1 2020 | $36,353,000 | +1685.5% | 683,858 | +2208.5% | 0.17% | +2012.5% |
| Q4 2019 | $2,036,000 | +77.2% | 29,624 | +65.2% | 0.01% | +60.0% |
| Q3 2019 | $1,149,000 | +3.5% | 17,931 | +3.9% | 0.01% | 0.0% |
| Q2 2019 | $1,110,000 | +26.6% | 17,261 | +24.3% | 0.01% | +25.0% |
| Q1 2019 | $877,000 | +24.8% | 13,883 | +13.2% | 0.00% | 0.0% |
| Q4 2018 | $703,000 | +18.8% | 12,266 | +37.1% | 0.00% | +33.3% |
| Q3 2018 | $592,000 | +13.6% | 8,949 | +11.9% | 0.00% | 0.0% |
| Q2 2018 | $521,000 | -6.1% | 7,996 | -3.1% | 0.00% | 0.0% |
| Q1 2018 | $555,000 | +30.9% | 8,256 | +32.1% | 0.00% | +50.0% |
| Q4 2017 | $424,000 | – | 6,250 | – | 0.00% | – |
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% |