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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,986,675 | +4.9% | 35,241 | -1.7% | 0.49% | +0.2% |
| Q3 2022 | $2,848,000 | -4.2% | 35,866 | +1.2% | 0.49% | +2.7% |
| Q2 2022 | $2,972,000 | -12.4% | 35,429 | +5.9% | 0.48% | -46.6% |
| Q1 2022 | $3,391,000 | -40.6% | 33,462 | -36.7% | 0.89% | +10.4% |
| Q4 2021 | $5,705,000 | +5.8% | 52,876 | -3.5% | 0.81% | -2.7% |
| Q3 2021 | $5,394,000 | -2.4% | 54,786 | -2.4% | 0.83% | -0.8% |
| Q2 2021 | $5,528,000 | +10.6% | 56,137 | +2.0% | 0.84% | +6.4% |
| Q1 2021 | $5,000,000 | +18.9% | 55,027 | +12.6% | 0.79% | +11.2% |
| Q4 2020 | $4,205,000 | +22.5% | 48,883 | +8.6% | 0.71% | +6.0% |
| Q3 2020 | $3,432,000 | +6.6% | 45,031 | -2.1% | 0.67% | -9.3% |
| Q2 2020 | $3,221,000 | +38.6% | 46,020 | +13.9% | 0.74% | +7.8% |
| Q1 2020 | $2,324,000 | – | 40,419 | – | 0.68% | – |
Download | ||||||
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% |