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 | $3,849,183 | -43.5% | 40,988 | -41.3% | 0.03% | -43.1% |
| Q2 2023 | $6,808,250 | -30.7% | 69,856 | -35.7% | 0.06% | -41.4% |
| Q1 2023 | $9,820,706 | +1286.8% | 108,576 | +1199.4% | 0.10% | +1137.5% |
| Q4 2022 | $708,172 | +8.0% | 8,356 | +1.1% | 0.01% | 0.0% |
| Q3 2022 | $656,000 | -6.4% | 8,266 | -1.1% | 0.01% | -20.0% |
| Q2 2022 | $701,000 | -12.9% | 8,359 | +5.2% | 0.01% | 0.0% |
| Q1 2022 | $805,000 | -72.0% | 7,947 | -70.1% | 0.01% | -75.6% |
| Q4 2021 | $2,870,000 | +5757.1% | 26,603 | +5199.4% | 0.04% | +4000.0% |
| Q3 2021 | $49,000 | 0.0% | 502 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | +6.5% | 502 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | +84.0% | 502 | +71.3% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +127.3% | 293 | +87.8% | 0.00% | – |
| Q4 2019 | $11,000 | – | 156 | – | 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% |