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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $71,218,735 | +11.9% | 840,339 | +4.9% | 0.35% | +0.6% |
| Q3 2022 | $63,626,000 | +0.5% | 801,231 | +6.2% | 0.34% | +3.6% |
| Q2 2022 | $63,304,000 | -9.8% | 754,512 | +9.0% | 0.33% | +1.2% |
| Q1 2022 | $70,145,000 | -1.2% | 692,111 | +5.3% | 0.33% | +0.3% |
| Q4 2021 | $71,027,000 | +15.7% | 657,450 | +5.5% | 0.33% | +6.2% |
| Q3 2021 | $61,365,000 | +8.5% | 623,248 | +8.5% | 0.31% | +4.8% |
| Q2 2021 | $56,568,000 | +20.3% | 574,470 | +11.0% | 0.29% | +7.7% |
| Q1 2021 | $47,023,000 | +27.6% | 517,470 | +20.8% | 0.27% | +16.2% |
| Q4 2020 | $36,853,000 | +47.1% | 428,377 | +30.3% | 0.24% | +24.3% |
| Q3 2020 | $25,059,000 | +27.6% | 328,809 | +17.2% | 0.19% | +16.7% |
| Q2 2020 | $19,641,000 | – | 280,625 | – | 0.16% | – |
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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% |