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 | $768,653 | -3.6% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $797,710 | +7.8% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $740,333 | +5.5% | 8,185 | -1.2% | 0.02% | 0.0% |
| Q4 2022 | $701,815 | -3.9% | 8,281 | -9.9% | 0.02% | +6.7% |
| Q3 2022 | $730,000 | -3.7% | 9,192 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $758,000 | -17.9% | 9,036 | -0.8% | 0.02% | -6.2% |
| Q1 2022 | $923,000 | -8.1% | 9,110 | -2.1% | 0.02% | -5.9% |
| Q4 2021 | $1,004,000 | +5.9% | 9,301 | -3.4% | 0.02% | 0.0% |
| Q3 2021 | $948,000 | +22.2% | 9,633 | +22.2% | 0.02% | +21.4% |
| Q2 2021 | $776,000 | +36.4% | 7,885 | +26.0% | 0.01% | +27.3% |
| Q1 2021 | $569,000 | +8.0% | 6,257 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $527,000 | +25.2% | 6,123 | +11.0% | 0.01% | +10.0% |
| Q3 2020 | $421,000 | – | 5,518 | – | 0.01% | – |
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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% |