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 | $34,195,202 | +0.4% | 494,650 | +5.9% | 0.06% | +3.4% |
| Q2 2023 | $34,065,748 | +4.3% | 467,103 | +2.8% | 0.06% | -3.3% |
| Q1 2023 | $32,656,980 | +8.1% | 454,581 | -1.0% | 0.06% | -9.0% |
| Q4 2022 | $30,196,899 | +46.5% | 459,339 | +25.1% | 0.07% | +45.7% |
| Q3 2022 | $20,616,000 | -17.1% | 367,303 | -7.3% | 0.05% | -14.8% |
| Q2 2022 | $24,867,000 | +4.7% | 396,124 | +23.0% | 0.05% | +12.5% |
| Q1 2022 | $23,743,000 | -3.9% | 321,948 | +3.6% | 0.05% | +4.3% |
| Q4 2021 | $24,695,000 | +7.8% | 310,847 | +6.3% | 0.05% | -4.2% |
| Q3 2021 | $22,912,000 | +17.6% | 292,300 | +18.5% | 0.05% | +11.6% |
| Q2 2021 | $19,484,000 | +82.6% | 246,651 | +69.1% | 0.04% | +59.3% |
| Q1 2021 | $10,669,000 | +3.0% | 145,879 | +2.8% | 0.03% | 0.0% |
| Q4 2020 | $10,363,000 | +65.8% | 141,849 | +44.1% | 0.03% | +50.0% |
| Q3 2020 | $6,250,000 | +31.4% | 98,469 | +25.4% | 0.02% | +20.0% |
| Q2 2020 | $4,756,000 | +24.0% | 78,522 | +8.8% | 0.02% | +7.1% |
| Q1 2020 | $3,835,000 | -29.0% | 72,191 | -8.0% | 0.01% | -12.5% |
| Q4 2019 | $5,399,000 | +15.0% | 78,445 | +7.3% | 0.02% | +33.3% |
| Q3 2019 | $4,694,000 | +9.0% | 73,127 | +9.3% | 0.01% | -14.3% |
| Q2 2019 | $4,308,000 | +18.5% | 66,932 | +16.4% | 0.01% | +16.7% |
| Q1 2019 | $3,635,000 | +15.3% | 57,498 | +4.6% | 0.01% | +9.1% |
| Q4 2018 | $3,153,000 | -2.9% | 54,983 | +12.2% | 0.01% | -8.3% |
| Q3 2018 | $3,247,000 | +15.1% | 49,005 | +13.1% | 0.01% | +20.0% |
| Q2 2018 | $2,821,000 | +42.4% | 43,321 | +47.2% | 0.01% | +25.0% |
| Q1 2018 | $1,981,000 | +780.4% | 29,424 | +786.5% | 0.01% | +700.0% |
| Q4 2017 | $225,000 | – | 3,319 | – | 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% |