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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $776,917 | +16.4% | 8,273 | +20.8% | 0.06% | +17.0% |
| Q2 2023 | $667,309 | +64.3% | 6,847 | +52.5% | 0.05% | +56.7% |
| Q1 2023 | $406,121 | -2.8% | 4,490 | -8.9% | 0.03% | -6.2% |
| Q4 2022 | $417,818 | -7.8% | 4,930 | -13.5% | 0.03% | -15.8% |
| Q3 2022 | $453,000 | +16.8% | 5,699 | +23.4% | 0.04% | +22.6% |
| Q2 2022 | $388,000 | -28.9% | 4,620 | -14.2% | 0.03% | -16.2% |
| Q1 2022 | $546,000 | -11.1% | 5,387 | -5.4% | 0.04% | -7.5% |
| Q4 2021 | $614,000 | +20.6% | 5,694 | +10.1% | 0.04% | +17.6% |
| Q3 2021 | $509,000 | -13.0% | 5,174 | -12.9% | 0.03% | -19.0% |
| Q2 2021 | $585,000 | +27.2% | 5,942 | +17.3% | 0.04% | +16.7% |
| Q1 2021 | $460,000 | +39.0% | 5,065 | +31.5% | 0.04% | +33.3% |
| Q4 2020 | $331,000 | +36.8% | 3,853 | +21.4% | 0.03% | +12.5% |
| Q3 2020 | $242,000 | – | 3,175 | – | 0.02% | – |
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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% |