ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 265 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,032,932 | -33.4% | 43,873 | -29.8% | 0.01% | -37.5% |
| Q2 2023 | $4,556,439 | +2.7% | 62,477 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $4,435,223 | +8.9% | 61,738 | -0.3% | 0.01% | +14.3% |
| Q4 2022 | $4,070,917 | +23.1% | 61,925 | +5.1% | 0.01% | +16.7% |
| Q3 2022 | $3,308,000 | -17.1% | 58,926 | -7.3% | 0.01% | -14.3% |
| Q2 2022 | $3,988,000 | -57.3% | 63,536 | -49.8% | 0.01% | -53.3% |
| Q1 2022 | $9,340,000 | -17.9% | 126,673 | -11.5% | 0.02% | -11.8% |
| Q4 2021 | $11,377,000 | +399.0% | 143,190 | +392.4% | 0.02% | +325.0% |
| Q3 2021 | $2,280,000 | +96.6% | 29,081 | +98.0% | 0.00% | +100.0% |
| Q2 2021 | $1,160,000 | +75.0% | 14,686 | +68.0% | 0.00% | +100.0% |
| Q1 2021 | $663,000 | +31.0% | 8,740 | +26.3% | 0.00% | 0.0% |
| Q4 2020 | $506,000 | +27.8% | 6,920 | +11.1% | 0.00% | 0.0% |
| Q3 2020 | $396,000 | +10.0% | 6,228 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $360,000 | +39.5% | 5,921 | +22.1% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | -33.0% | 4,850 | -13.5% | 0.00% | 0.0% |
| Q4 2019 | $385,000 | – | 5,605 | – | 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% |