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 | $31,155,000 | -20.8% | 331,523 | -17.9% | 0.06% | -23.4% |
| Q2 2023 | $39,353,000 | +5.9% | 403,727 | -1.8% | 0.08% | -4.9% |
| Q1 2023 | $37,173,000 | -2.0% | 410,979 | -8.2% | 0.08% | -6.9% |
| Q4 2022 | $37,927,000 | +78.5% | 447,456 | +67.1% | 0.09% | +52.6% |
| Q3 2022 | $21,242,000 | -4.8% | 267,776 | +0.7% | 0.06% | -1.7% |
| Q2 2022 | $22,303,000 | -48.4% | 265,802 | -37.7% | 0.06% | -39.6% |
| Q1 2022 | $43,224,000 | -5.7% | 426,367 | +0.4% | 0.10% | -4.0% |
| Q4 2021 | $45,814,000 | +17.6% | 424,550 | +7.3% | 0.10% | -3.8% |
| Q3 2021 | $38,959,000 | +11.9% | 395,563 | +11.8% | 0.10% | +3.0% |
| Q2 2021 | $34,823,000 | +14.6% | 353,720 | +5.8% | 0.10% | +5.2% |
| Q1 2021 | $30,399,000 | +24.4% | 334,329 | +17.7% | 0.10% | -5.9% |
| Q4 2020 | $24,432,000 | +74.5% | 283,945 | +54.4% | 0.10% | +50.0% |
| Q3 2020 | $14,000,000 | +17.3% | 183,880 | +7.9% | 0.07% | +4.6% |
| Q2 2020 | $11,934,000 | +98.1% | 170,446 | +62.6% | 0.06% | +66.7% |
| Q1 2020 | $6,023,000 | +748.3% | 104,857 | +952.5% | 0.04% | +875.0% |
| Q4 2019 | $710,000 | +8.9% | 9,963 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $652,000 | +213.5% | 9,988 | +210.8% | 0.00% | +300.0% |
| Q2 2019 | $208,000 | – | 3,214 | – | 0.00% | – |
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% |