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 | $1,509,604 | +93143.0% | 16,075 | -3.3% | 0.04% | -4.3% |
Q2 2023 | $1,619 | +4.4% | 16,616 | -3.1% | 0.05% | -4.1% |
Q1 2023 | $1,551 | +2.8% | 17,143 | -3.7% | 0.05% | -3.9% |
Q4 2022 | $1,509 | -99.9% | 17,803 | -14.2% | 0.05% | -16.4% |
Q3 2022 | $1,647,000 | -7.7% | 20,744 | -2.5% | 0.06% | -4.7% |
Q2 2022 | $1,785,000 | -17.2% | 21,275 | 0.0% | 0.06% | -3.0% |
Q1 2022 | $2,156,000 | -12.7% | 21,275 | -7.0% | 0.07% | -9.6% |
Q4 2021 | $2,469,000 | +10.0% | 22,885 | +0.4% | 0.07% | -2.7% |
Q3 2021 | $2,245,000 | +1.9% | 22,804 | +1.9% | 0.08% | +2.7% |
Q2 2021 | $2,203,000 | +12.6% | 22,374 | +3.9% | 0.07% | +7.4% |
Q1 2021 | $1,957,000 | +18.2% | 21,541 | +11.9% | 0.07% | +7.9% |
Q4 2020 | $1,656,000 | +32.0% | 19,249 | +16.9% | 0.06% | +16.7% |
Q3 2020 | $1,255,000 | +42.8% | 16,465 | +31.1% | 0.05% | +25.6% |
Q2 2020 | $879,000 | +30.0% | 12,562 | +6.8% | 0.04% | +7.5% |
Q1 2020 | $676,000 | – | 11,762 | – | 0.04% | – |
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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% |