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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,738,000 | +58.3% | 21,878 | +56.1% | 0.30% | +38.4% |
| Q3 2021 | $1,098,000 | +49.2% | 14,013 | +50.4% | 0.22% | +46.9% |
| Q2 2021 | $736,000 | +4.0% | 9,319 | -0.1% | 0.15% | -3.3% |
| Q1 2021 | $708,000 | +10.3% | 9,330 | +6.1% | 0.15% | +1.3% |
| Q4 2020 | $642,000 | +53.6% | 8,790 | +33.4% | 0.15% | +29.3% |
| Q3 2020 | $418,000 | +4.8% | 6,588 | 0.0% | 0.12% | -3.3% |
| Q2 2020 | $399,000 | +14.3% | 6,588 | +0.3% | 0.12% | 0.0% |
| Q1 2020 | $349,000 | – | 6,567 | – | 0.12% | – |
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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% |