ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 336 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,190,757 | -13.1% | 35,122 | -16.3% | 0.85% | -11.5% |
Q1 2024 | $4,821,422 | -9.3% | 41,940 | -17.2% | 0.96% | -15.7% |
Q4 2023 | $5,317,555 | +14.4% | 50,682 | +2.4% | 1.14% | +5.1% |
Q3 2023 | $4,648,357 | -6.3% | 49,498 | -2.8% | 1.09% | -3.4% |
Q2 2023 | $4,962,371 | +4.1% | 50,917 | -3.4% | 1.13% | -0.8% |
Q1 2023 | $4,765,087 | +103062.7% | 52,682 | -3.3% | 1.14% | +1.4% |
Q4 2022 | $4,619 | -99.9% | 54,500 | -6.2% | 1.12% | -6.7% |
Q3 2022 | $4,613,000 | -4.9% | 58,086 | +0.4% | 1.20% | +4.3% |
Q2 2022 | $4,852,000 | -14.0% | 57,829 | +3.8% | 1.15% | +9.1% |
Q1 2022 | $5,645,000 | -10.6% | 55,697 | -4.8% | 1.06% | -5.6% |
Q4 2021 | $6,312,000 | +9.2% | 58,492 | -0.4% | 1.12% | -0.4% |
Q3 2021 | $5,781,000 | -0.6% | 58,710 | -0.6% | 1.12% | +0.7% |
Q2 2021 | $5,813,000 | +14.2% | 59,036 | +5.4% | 1.12% | +5.6% |
Q1 2021 | $5,090,000 | +70.5% | 56,012 | +61.4% | 1.06% | +61.2% |
Q4 2020 | $2,986,000 | +11.0% | 34,712 | -1.6% | 0.66% | -4.4% |
Q3 2020 | $2,689,000 | +3.6% | 35,286 | -4.9% | 0.68% | -3.8% |
Q2 2020 | $2,596,000 | +43.2% | 37,092 | +17.6% | 0.71% | +19.9% |
Q1 2020 | $1,813,000 | – | 31,530 | – | 0.59% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |