ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 7 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,353 | -46.5% | 1,537,145 | -44.5% | 0.88% | -46.9% |
| Q2 2023 | $269,739 | +11.1% | 2,767,687 | +3.1% | 1.67% | +1.6% |
| Q1 2023 | $242,795 | -59.9% | 2,684,300 | -62.4% | 1.64% | -63.2% |
| Q4 2022 | $605,160 | -99.9% | 7,140,528 | -19.3% | 4.46% | -20.1% |
| Q3 2022 | $702,564,000 | -7.7% | 8,847,294 | -2.5% | 5.58% | -5.4% |
| Q2 2022 | $761,245,000 | -16.3% | 9,073,247 | +1.1% | 5.90% | -8.6% |
| Q1 2022 | $909,568,000 | +5.9% | 8,974,527 | +12.8% | 6.45% | +6.7% |
| Q4 2021 | $858,845,000 | +34.2% | 7,959,638 | +22.5% | 6.05% | +18.5% |
| Q2 2021 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2021 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q4 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q3 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q2 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2020 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q4 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q3 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q2 2019 | $639,992,000 | 0.0% | 6,499,365 | 0.0% | 5.10% | 0.0% |
| Q1 2019 | $639,992,000 | +26118.4% | 6,499,365 | +14524.0% | 5.10% | +8262.3% |
| Q4 2018 | $2,441,000 | +6.0% | 44,443 | +23.5% | 0.06% | +3.4% |
| Q3 2018 | $2,303,000 | +32.4% | 36,000 | +23.9% | 0.06% | +3.5% |
| Q2 2018 | $1,740,000 | +96.6% | 29,046 | +89.7% | 0.06% | +62.9% |
| Q1 2018 | $885,000 | +169.8% | 15,308 | +172.6% | 0.04% | +133.3% |
| Q4 2017 | $328,000 | +5366.7% | 5,616 | +5148.6% | 0.02% | – |
| Q3 2017 | $6,000 | – | 107 | – | 0.00% | – |
Download | ||||||
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% |