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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,988 | +32.8% | 68,394 | +31.6% | 0.08% | +24.6% |
| Q1 2023 | $3,757 | -11.0% | 51,984 | -19.0% | 0.06% | -17.7% |
| Q4 2022 | $4,221 | -99.9% | 64,205 | +18.4% | 0.08% | +43.6% |
| Q3 2022 | $3,044,000 | -13.3% | 54,236 | -3.0% | 0.06% | -21.4% |
| Q2 2022 | $3,510,000 | -33.1% | 55,922 | -21.4% | 0.07% | -29.3% |
| Q1 2022 | $5,244,000 | -27.1% | 71,118 | -21.4% | 0.10% | -28.8% |
| Q4 2021 | $7,189,000 | +10.9% | 90,467 | +14.8% | 0.14% | +3.7% |
| Q3 2021 | $6,482,000 | +19.0% | 78,776 | +15.3% | 0.13% | +8.1% |
| Q2 2021 | $5,447,000 | +18.7% | 68,294 | +13.0% | 0.12% | +6.0% |
| Q1 2021 | $4,587,000 | +67.2% | 60,430 | +64.8% | 0.12% | +51.9% |
| Q4 2020 | $2,743,000 | +64.3% | 36,658 | +39.4% | 0.08% | +40.0% |
| Q3 2020 | $1,670,000 | +74.5% | 26,300 | +66.4% | 0.06% | +57.1% |
| Q2 2020 | $957,000 | +87.3% | 15,802 | +64.5% | 0.04% | +59.1% |
| Q1 2020 | $511,000 | +117.4% | 9,605 | +180.4% | 0.02% | +144.4% |
| Q4 2019 | $235,000 | – | 3,425 | – | 0.01% | – |
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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% |