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 | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| Q2 2023 | $932,138 | -4.2% | 9,564 | -11.1% | 0.07% | -4.3% |
| Q1 2023 | $973,348 | +6.8% | 10,761 | +0.0% | 0.07% | -1.4% |
| Q4 2022 | $911,666 | -4.3% | 10,757 | -10.3% | 0.07% | -12.5% |
| Q3 2022 | $953,000 | +2.6% | 11,998 | +8.4% | 0.08% | +8.1% |
| Q2 2022 | $929,000 | -25.6% | 11,072 | -10.1% | 0.07% | -11.9% |
| Q1 2022 | $1,249,000 | -4.2% | 12,322 | +2.0% | 0.08% | -1.2% |
| Q4 2021 | $1,304,000 | +30.8% | 12,085 | +19.3% | 0.08% | +9.0% |
| Q2 2021 | $997,000 | +14.3% | 10,128 | +5.6% | 0.08% | -7.1% |
| Q1 2021 | $872,000 | +61.2% | 9,592 | +52.6% | 0.08% | +50.0% |
| Q4 2020 | $541,000 | -10.1% | 6,287 | -20.4% | 0.06% | +21.7% |
| Q3 2020 | $602,000 | – | 7,894 | – | 0.05% | – |
Download | ||||||
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% |