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 | $1,474,011 | -5.1% | 15,696 | -1.5% | 0.42% | -4.1% |
| Q2 2023 | $1,553,123 | +3.5% | 15,936 | -4.0% | 0.43% | +1.4% |
| Q1 2023 | $1,501,289 | +9.7% | 16,598 | +2.8% | 0.43% | +3.9% |
| Q4 2022 | $1,368,628 | +20.4% | 16,149 | +12.8% | 0.41% | +6.7% |
| Q3 2022 | $1,137,000 | +16.7% | 14,322 | +23.4% | 0.39% | +23.3% |
| Q2 2022 | $974,000 | -25.6% | 11,605 | -10.2% | 0.31% | -16.5% |
| Q1 2022 | $1,309,000 | -18.7% | 12,920 | -13.5% | 0.38% | -16.9% |
| Q4 2021 | $1,611,000 | +11.5% | 14,935 | +1.8% | 0.45% | +1.1% |
| Q3 2021 | $1,445,000 | +2.1% | 14,674 | +2.1% | 0.45% | +10.7% |
| Q2 2021 | $1,415,000 | +10.4% | 14,369 | +1.9% | 0.40% | +3.1% |
| Q1 2021 | $1,282,000 | +19.6% | 14,104 | +13.2% | 0.39% | +19.9% |
| Q4 2020 | $1,072,000 | +25.2% | 12,460 | +10.9% | 0.33% | +12.8% |
| Q3 2020 | $856,000 | +36.5% | 11,235 | +25.4% | 0.29% | +31.4% |
| Q2 2020 | $627,000 | +37.8% | 8,960 | +13.1% | 0.22% | +27.2% |
| Q1 2020 | $455,000 | -33.1% | 7,920 | -17.0% | 0.17% | -23.5% |
| Q4 2019 | $680,000 | +36.3% | 9,540 | +24.9% | 0.23% | +28.4% |
| Q3 2019 | $499,000 | +17.1% | 7,640 | +15.8% | 0.18% | +14.3% |
| Q2 2019 | $426,000 | +2.7% | 6,595 | -1.3% | 0.15% | -0.6% |
| Q1 2019 | $415,000 | +32.2% | 6,685 | +16.9% | 0.16% | +18.3% |
| Q4 2018 | $314,000 | – | 5,720 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |