ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 367 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,913 | -6.7% | 315,866 | -3.0% | 0.05% | -3.7% |
| Q2 2023 | $23,486 | +6.7% | 325,563 | +5.9% | 0.05% | 0.0% |
| Q1 2023 | $22,007 | +20.9% | 307,448 | +11.9% | 0.05% | +14.9% |
| Q4 2022 | $18,208 | -99.9% | 274,639 | -14.8% | 0.05% | -6.0% |
| Q3 2022 | $18,161,000 | -4.8% | 322,370 | +6.1% | 0.05% | -2.0% |
| Q2 2022 | $19,075,000 | -12.4% | 303,933 | +2.9% | 0.05% | +18.6% |
| Q1 2022 | $21,782,000 | +2.5% | 295,433 | +9.9% | 0.04% | +4.9% |
| Q4 2021 | $21,251,000 | +3.7% | 268,893 | +2.9% | 0.04% | -2.4% |
| Q3 2021 | $20,490,000 | -3.6% | 261,415 | -2.8% | 0.04% | -2.3% |
| Q2 2021 | $21,251,000 | +8.5% | 268,893 | +4.2% | 0.04% | 0.0% |
| Q1 2021 | $19,585,000 | +57.9% | 258,036 | +52.0% | 0.04% | +48.3% |
| Q4 2020 | $12,401,000 | +17.8% | 169,786 | +2.4% | 0.03% | +3.6% |
| Q3 2020 | $10,525,000 | +90.5% | 165,787 | +59.6% | 0.03% | +64.7% |
| Q2 2020 | $5,524,000 | 0.0% | 103,906 | 0.0% | 0.02% | -15.0% |
| Q1 2020 | $5,524,000 | -7.9% | 103,906 | +19.1% | 0.02% | +17.6% |
| Q4 2019 | $5,997,000 | +29.2% | 87,245 | +20.6% | 0.02% | +21.4% |
| Q3 2019 | $4,640,000 | +59.0% | 72,366 | +59.5% | 0.01% | +55.6% |
| Q2 2019 | $2,918,000 | +23.5% | 45,373 | +21.3% | 0.01% | +28.6% |
| Q1 2019 | $2,363,000 | – | 37,406 | – | 0.01% | – |
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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% |