ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 69 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,504 | -3.6% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,959 | +194.5% | 410 | +173.3% | 0.01% | +150.0% |
| Q1 2023 | $13,568 | +6.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,712 | +5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -83.1% | 150 | -81.8% | 0.00% | -81.8% |
| Q4 2021 | $89,000 | +493.3% | 824 | +449.3% | 0.01% | +450.0% |
| Q3 2021 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |