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 | $1,266,120 | -0.8% | 18,315 | +4.6% | 0.03% | +4.0% |
| Q2 2023 | $1,276,543 | +9.6% | 17,504 | +8.0% | 0.02% | +4.2% |
| Q1 2023 | $1,164,384 | +6.8% | 16,208 | -2.3% | 0.02% | -4.0% |
| Q4 2022 | $1,090,677 | +8.8% | 16,590 | -7.1% | 0.02% | 0.0% |
| Q3 2022 | $1,002,000 | -8.2% | 17,853 | +2.6% | 0.02% | -3.8% |
| Q2 2022 | $1,092,000 | -33.8% | 17,394 | -22.2% | 0.03% | -23.5% |
| Q1 2022 | $1,649,000 | -7.0% | 22,366 | +0.2% | 0.03% | -5.6% |
| Q4 2021 | $1,774,000 | +3.5% | 22,324 | +2.1% | 0.04% | -5.3% |
| Q3 2021 | $1,714,000 | +4.4% | 21,866 | +5.3% | 0.04% | +8.6% |
| Q2 2021 | $1,641,000 | +4.4% | 20,764 | +0.3% | 0.04% | -10.3% |
| Q1 2021 | $1,572,000 | +12.0% | 20,710 | +7.8% | 0.04% | +5.4% |
| Q4 2020 | $1,403,000 | +13.2% | 19,208 | -1.6% | 0.04% | 0.0% |
| Q3 2020 | $1,239,000 | +118.1% | 19,519 | +108.2% | 0.04% | +105.6% |
| Q2 2020 | $568,000 | +15.2% | 9,374 | +1.0% | 0.02% | -5.3% |
| Q1 2020 | $493,000 | +9.8% | 9,280 | +42.1% | 0.02% | +26.7% |
| Q4 2019 | $449,000 | +22.3% | 6,531 | +14.1% | 0.02% | +7.1% |
| Q3 2019 | $367,000 | – | 5,723 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |