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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,306 | +202.3% | 13,400 | +162.7% | 0.00% | +100.0% |
| Q4 2022 | $432 | -99.9% | 5,100 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $389,000 | -55.4% | 4,900 | -52.9% | 0.00% | 0.0% |
| Q2 2022 | $873,000 | +4.3% | 10,400 | +22.4% | 0.00% | 0.0% |
| Q3 2021 | $837,000 | -61.1% | 8,500 | -64.1% | 0.00% | -66.7% |
| Q1 2021 | $2,154,000 | +59.7% | 23,700 | +33.9% | 0.00% | +200.0% |
| Q3 2020 | $1,349,000 | +143.9% | 17,700 | +124.1% | 0.00% | – |
| Q2 2020 | $553,000 | – | 7,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |