ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 69 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,855 | -3.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $312,261 | +7.8% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $289,801 | +6.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $271,539 | +19.6% | 3,204 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $227,000 | -5.4% | 2,864 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -37.0% | 2,864 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $381,000 | +24.9% | 3,764 | +33.0% | 0.01% | +20.0% |
| Q4 2021 | $305,000 | +19.1% | 2,830 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | 0.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $256,000 | +8.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +6.3% | 2,600 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +18.7% | 2,575 | +5.1% | 0.01% | +25.0% |
| Q3 2020 | $187,000 | +9.4% | 2,450 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $171,000 | +21.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -1.4% | 2,450 | +22.5% | 0.01% | +25.0% |
| Q4 2019 | $143,000 | +45.9% | 2,000 | +33.3% | 0.00% | +33.3% |
| Q3 2019 | $98,000 | +1.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $97,000 | +4.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $93,000 | +13.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | – | 1,500 | – | 0.00% | – |
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% |