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 | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |