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 | $244,200 | +100.4% | 3,532 | +111.4% | 0.01% | 0.0% |
| Q2 2023 | $121,884 | -4.9% | 1,671 | -6.3% | 0.01% | -22.2% |
| Q1 2023 | $128,135 | +46.8% | 1,784 | +34.3% | 0.01% | +28.6% |
| Q4 2022 | $87,277 | -75.3% | 1,328 | -78.9% | 0.01% | -78.8% |
| Q3 2022 | $353,000 | +6960.0% | 6,294 | +8292.0% | 0.03% | – |
| Q2 2022 | $5,000 | -16.7% | 75 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | +50.0% | 75 | +50.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | – | 50 | – | 0.00% | – |
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% |