ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,281,599 | -6.8% | 162,726 | -3.3% | 0.84% | +3.3% |
| Q2 2023 | $16,401,446 | +69.6% | 168,289 | +57.4% | 0.82% | +57.0% |
| Q1 2023 | $9,670,371 | +6.7% | 106,914 | +0.0% | 0.52% | +1.6% |
| Q4 2022 | $9,060,114 | +5.7% | 106,904 | -1.0% | 0.51% | -5.4% |
| Q3 2022 | $8,573,000 | +8.9% | 107,963 | +15.0% | 0.54% | +20.3% |
| Q2 2022 | $7,875,000 | -16.3% | 93,866 | +1.1% | 0.45% | -13.8% |
| Q1 2022 | $9,410,000 | +39.0% | 92,844 | +48.0% | 0.52% | +37.1% |
| Q4 2021 | $6,770,000 | +36.7% | 62,743 | +24.8% | 0.38% | +26.2% |
| Q3 2021 | $4,952,000 | -0.4% | 50,292 | -0.4% | 0.30% | -1.0% |
| Q2 2021 | $4,970,000 | +27.5% | 50,472 | +17.6% | 0.30% | +19.7% |
| Q1 2021 | $3,899,000 | +18.9% | 42,905 | +12.5% | 0.25% | +16.0% |
| Q4 2020 | $3,280,000 | +58.8% | 38,130 | +40.7% | 0.22% | +39.5% |
| Q3 2020 | $2,065,000 | – | 27,095 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |