ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,969,244 | -2.7% | 476,911 | +2.6% | 0.13% | +3.9% |
| Q2 2023 | $33,898,615 | -2.0% | 464,807 | -3.4% | 0.13% | -5.2% |
| Q1 2023 | $34,583,993 | -7.6% | 481,399 | -15.2% | 0.13% | +78.7% |
| Q4 2022 | $37,433,827 | +47.6% | 567,574 | +25.6% | 0.08% | -33.6% |
| Q3 2022 | $25,354,000 | -8.0% | 451,728 | +1.9% | 0.11% | -13.1% |
| Q2 2022 | $27,550,000 | +43.4% | 443,231 | +70.1% | 0.13% | +52.9% |
| Q1 2022 | $19,206,000 | -5.5% | 260,497 | +1.8% | 0.08% | 0.0% |
| Q4 2021 | $20,330,000 | +9.2% | 255,852 | +7.8% | 0.08% | +1.2% |
| Q3 2021 | $18,611,000 | +1.1% | 237,436 | +2.0% | 0.08% | +3.7% |
| Q2 2021 | $18,403,000 | +64.7% | 232,857 | +58.2% | 0.08% | +68.8% |
| Q1 2021 | $11,172,000 | +464.2% | 147,185 | +442.9% | 0.05% | +433.3% |
| Q4 2020 | $1,980,000 | +365.9% | 27,109 | +304.2% | 0.01% | +350.0% |
| Q3 2020 | $425,000 | – | 6,707 | – | 0.00% | – |
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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% |