ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 112 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,503,029 | -2.4% | 16,005 | +1.3% | 0.23% | +14.9% |
| Q2 2023 | $1,539,380 | -2.3% | 15,795 | -9.3% | 0.20% | -3.8% |
| Q1 2023 | $1,575,359 | +4.6% | 17,417 | -2.0% | 0.21% | +2.9% |
| Q4 2022 | $1,506,326 | -9.6% | 17,774 | -15.3% | 0.20% | -15.0% |
| Q3 2022 | $1,667,000 | -12.3% | 20,991 | -7.3% | 0.24% | -7.0% |
| Q2 2022 | $1,900,000 | +10.7% | 22,649 | +33.7% | 0.26% | +26.5% |
| Q1 2022 | $1,717,000 | -9.4% | 16,941 | -3.5% | 0.20% | -1.4% |
| Q4 2021 | $1,895,000 | +13.9% | 17,563 | +3.9% | 0.21% | +24.7% |
| Q3 2021 | $1,664,000 | -34.0% | 16,900 | -34.0% | 0.17% | -40.9% |
| Q2 2021 | $2,522,000 | +19.9% | 25,609 | +10.6% | 0.28% | +19.1% |
| Q1 2021 | $2,104,000 | +4.0% | 23,150 | -1.6% | 0.24% | -19.7% |
| Q4 2020 | $2,023,000 | +12.2% | 23,519 | -0.6% | 0.29% | +26.2% |
| Q3 2020 | $1,803,000 | +7.6% | 23,653 | +1.6% | 0.23% | +128.4% |
| Q2 2020 | $1,675,000 | +66.3% | 23,272 | +32.9% | 0.10% | -32.9% |
| Q1 2020 | $1,007,000 | -59.0% | 17,508 | -49.2% | 0.15% | -53.8% |
| Q4 2019 | $2,457,000 | +18.9% | 34,447 | +8.9% | 0.33% | +20.5% |
| Q3 2019 | $2,067,000 | +2.7% | 31,618 | +1.3% | 0.27% | -4.9% |
| Q2 2019 | $2,013,000 | +98.5% | 31,198 | +91.3% | 0.29% | +95.2% |
| Q1 2019 | $1,014,000 | – | 16,312 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |