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 | $2,492,067 | +5.7% | 36,049 | +11.5% | 0.00% | 0.0% |
| Q2 2023 | $2,358,337 | +12.1% | 32,337 | +10.4% | 0.00% | 0.0% |
| Q1 2023 | $2,103,619 | +121356.1% | 29,282 | +11.2% | 0.00% | 0.0% |
| Q4 2022 | $1,732 | -99.9% | 26,341 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $1,484,000 | +20.8% | 26,436 | +35.1% | 0.00% | 0.0% |
| Q2 2022 | $1,228,000 | -14.7% | 19,565 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $1,440,000 | +17.6% | 19,530 | +26.8% | 0.00% | 0.0% |
| Q4 2021 | $1,224,000 | +16.3% | 15,404 | +14.8% | 0.00% | 0.0% |
| Q3 2021 | $1,052,000 | +8.1% | 13,420 | +9.0% | 0.00% | 0.0% |
| Q2 2021 | $973,000 | +29.9% | 12,307 | +24.8% | 0.00% | 0.0% |
| Q1 2021 | $749,000 | +51.0% | 9,865 | +45.2% | 0.00% | – |
| Q4 2020 | $496,000 | +86.5% | 6,796 | +62.1% | 0.00% | – |
| Q3 2020 | $266,000 | – | 4,192 | – | 0.00% | – |
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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% |