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 | $194,291 | -3.6% | 2,068,908 | 0.0% | 6.20% | -0.9% |
| Q2 2023 | $201,636 | +7.8% | 2,068,908 | 0.0% | 6.26% | +0.3% |
| Q1 2023 | $187,133 | +6.7% | 2,068,908 | 0.0% | 6.24% | -5.9% |
| Q4 2022 | $175,340 | -99.9% | 2,068,908 | 0.0% | 6.62% | -8.3% |
| Q3 2022 | $164,292,000 | -5.4% | 2,068,908 | 0.0% | 7.22% | -1.7% |
| Q2 2022 | $173,581,000 | -17.2% | 2,068,908 | 0.0% | 7.35% | -1.7% |
| Q1 2022 | $209,684,000 | -6.1% | 2,068,908 | 0.0% | 7.47% | +4.5% |
| Q4 2021 | $223,235,000 | +9.6% | 2,068,908 | 0.0% | 7.15% | -4.6% |
| Q3 2021 | $203,705,000 | -0.0% | 2,068,908 | 0.0% | 7.49% | -3.9% |
| Q2 2021 | $203,725,000 | +176.9% | 2,068,908 | +155.6% | 7.80% | +132.5% |
| Q1 2021 | $73,566,000 | +5.6% | 809,578 | 0.0% | 3.35% | +10.2% |
| Q4 2020 | $69,648,000 | +12.9% | 809,578 | 0.0% | 3.04% | +14.4% |
| Q3 2020 | $61,698,000 | +8.9% | 809,578 | 0.0% | 2.66% | -2.6% |
| Q2 2020 | $56,662,000 | – | 809,578 | – | 2.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |