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 | $7,033,863 | -2.3% | 101,750 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $7,196,612 | +7.3% | 98,680 | +5.7% | 0.01% | 0.0% |
| Q1 2023 | $6,705,075 | +11.2% | 93,333 | +1.8% | 0.01% | +11.1% |
| Q4 2022 | $6,027,338 | +18.8% | 91,684 | +1.4% | 0.01% | +12.5% |
| Q3 2022 | $5,074,000 | -21.1% | 90,403 | -11.8% | 0.01% | -20.0% |
| Q2 2022 | $6,431,000 | +1.0% | 102,476 | +18.7% | 0.01% | +11.1% |
| Q1 2022 | $6,368,000 | -1.6% | 86,357 | +6.1% | 0.01% | 0.0% |
| Q4 2021 | $6,470,000 | +8.6% | 81,414 | +7.1% | 0.01% | 0.0% |
| Q3 2021 | $5,960,000 | +13.9% | 76,038 | +14.8% | 0.01% | +12.5% |
| Q2 2021 | $5,233,000 | +11.6% | 66,214 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $4,687,000 | -26.9% | 61,762 | -29.7% | 0.01% | -27.3% |
| Q4 2020 | $6,416,000 | +26.4% | 87,841 | +9.8% | 0.01% | +10.0% |
| Q3 2020 | $5,077,000 | +94.5% | 79,971 | +85.6% | 0.01% | +66.7% |
| Q2 2020 | $2,610,000 | +32.0% | 43,085 | +15.8% | 0.01% | +20.0% |
| Q1 2020 | $1,977,000 | +2.8% | 37,202 | +32.9% | 0.01% | +25.0% |
| Q4 2019 | $1,923,000 | +8.3% | 27,987 | +1.1% | 0.00% | -20.0% |
| Q3 2019 | $1,775,000 | +94.6% | 27,680 | +94.9% | 0.01% | +150.0% |
| Q2 2019 | $912,000 | +4.7% | 14,202 | +3.2% | 0.00% | 0.0% |
| Q1 2019 | $871,000 | -22.0% | 13,762 | -29.2% | 0.00% | -50.0% |
| Q4 2018 | $1,116,000 | -21.7% | 19,447 | -7.4% | 0.00% | -20.0% |
| Q4 2017 | $1,425,000 | – | 21,000 | – | 0.01% | – |
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% |