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 | $3,035,844 | +1459.6% | 43,915 | +1545.4% | 0.00% | – |
| Q2 2023 | $194,650 | -69.3% | 2,669 | -69.8% | 0.00% | – |
| Q1 2023 | $634,275 | +298.4% | 8,829 | +264.5% | 0.00% | – |
| Q4 2022 | $159,222 | -13.9% | 2,422 | -26.4% | 0.00% | – |
| Q3 2022 | $185,000 | -22.3% | 3,291 | -13.2% | 0.00% | – |
| Q2 2022 | $238,000 | -21.5% | 3,792 | -7.8% | 0.00% | – |
| Q1 2022 | $303,000 | +18.8% | 4,115 | +28.4% | 0.00% | – |
| Q4 2021 | $255,000 | -38.8% | 3,205 | -39.8% | 0.00% | – |
| Q3 2021 | $417,000 | -0.5% | 5,321 | +0.5% | 0.00% | – |
| Q2 2021 | $419,000 | +6.9% | 5,296 | +2.5% | 0.00% | – |
| Q1 2021 | $392,000 | +26.5% | 5,168 | +21.9% | 0.00% | – |
| Q4 2020 | $310,000 | +20.6% | 4,240 | +4.7% | 0.00% | – |
| Q3 2020 | $257,000 | +16.8% | 4,049 | +11.3% | 0.00% | – |
| Q2 2020 | $220,000 | +24.3% | 3,637 | +9.5% | 0.00% | – |
| Q1 2020 | $177,000 | -23.0% | 3,321 | -0.8% | 0.00% | – |
| Q4 2019 | $230,000 | +43.8% | 3,347 | +34.2% | 0.00% | – |
| Q3 2019 | $160,000 | 0.0% | 2,494 | 0.0% | 0.00% | – |
| Q2 2019 | $160,000 | -0.6% | 2,494 | -2.0% | 0.00% | – |
| Q1 2019 | $161,000 | +250.0% | 2,544 | +268.2% | 0.00% | – |
| Q3 2018 | $46,000 | – | 691 | – | 0.00% | – |
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% |