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 | $3,674,467 | -6.6% | 53,153 | -1.4% | 0.31% | -8.2% |
| Q2 2023 | $3,933,334 | +1.4% | 53,933 | -0.1% | 0.34% | -4.5% |
| Q1 2023 | $3,877,492 | +12.5% | 53,974 | +3.0% | 0.36% | +3.8% |
| Q4 2022 | $3,445,433 | +42.6% | 52,410 | +21.8% | 0.34% | +31.8% |
| Q3 2022 | $2,416,000 | -9.8% | 43,047 | +0.9% | 0.26% | -7.8% |
| Q2 2022 | $2,678,000 | -0.4% | 42,669 | +17.0% | 0.28% | +20.9% |
| Q1 2022 | $2,689,000 | +24.0% | 36,471 | +33.6% | 0.23% | +67.1% |
| Q4 2021 | $2,169,000 | +8.9% | 27,302 | +7.5% | 0.14% | +1.4% |
| Q3 2021 | $1,991,000 | -4.4% | 25,402 | -3.6% | 0.14% | -1.4% |
| Q2 2021 | $2,082,000 | +6.7% | 26,344 | +2.5% | 0.14% | +0.7% |
| Q1 2021 | $1,952,000 | +17.0% | 25,713 | +12.6% | 0.14% | +9.4% |
| Q4 2020 | $1,668,000 | +17.8% | 22,835 | +2.4% | 0.13% | +5.8% |
| Q3 2020 | $1,416,000 | +4.8% | 22,303 | 0.0% | 0.12% | -7.7% |
| Q2 2020 | $1,351,000 | +35.5% | 22,303 | +18.9% | 0.13% | +10.2% |
| Q1 2020 | $997,000 | -22.7% | 18,757 | 0.0% | 0.12% | -0.8% |
| Q4 2019 | $1,289,000 | +48.2% | 18,757 | +38.2% | 0.12% | +38.4% |
| Q3 2019 | $870,000 | +20.8% | 13,571 | +21.3% | 0.09% | +19.4% |
| Q2 2019 | $720,000 | +20.4% | 11,188 | +18.1% | 0.07% | +10.8% |
| Q1 2019 | $598,000 | – | 9,470 | – | 0.06% | – |
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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% |