ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,231 | -41.6% | 620,076 | -39.4% | 0.22% | -37.6% |
| Q2 2023 | $99,679 | +7.4% | 1,022,765 | -0.3% | 0.35% | -8.2% |
| Q1 2023 | $92,795 | -60.0% | 1,025,924 | -62.5% | 0.38% | -58.0% |
| Q4 2022 | $231,707 | -99.9% | 2,734,009 | -16.7% | 0.90% | -19.2% |
| Q3 2022 | $260,492,000 | -5.8% | 3,280,341 | -0.4% | 1.12% | -10.6% |
| Q2 2022 | $276,637,000 | -21.2% | 3,294,689 | -4.9% | 1.25% | -16.8% |
| Q1 2022 | $351,146,000 | -2.6% | 3,464,684 | +3.7% | 1.50% | +7.4% |
| Q4 2021 | $360,473,000 | +12.0% | 3,340,804 | +2.2% | 1.40% | +1.5% |
| Q3 2021 | $321,910,000 | +24.1% | 3,269,442 | +24.1% | 1.38% | +20.4% |
| Q2 2021 | $259,351,000 | +10.2% | 2,633,802 | +1.7% | 1.14% | +0.1% |
| Q1 2021 | $235,267,000 | -4.9% | 2,589,053 | -10.0% | 1.14% | -4.4% |
| Q4 2020 | $247,359,000 | +56.5% | 2,875,269 | +38.6% | 1.20% | +32.6% |
| Q3 2020 | $158,056,000 | +15.4% | 2,073,948 | +5.9% | 0.90% | +4.0% |
| Q2 2020 | $137,006,000 | +125.3% | 1,957,507 | +85.0% | 0.87% | +80.0% |
| Q1 2020 | $60,815,000 | – | 1,057,837 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |