ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,198,000 | +9.0% | 81,331 | +0.1% | 2.67% | +3.0% |
| Q2 2020 | $5,684,000 | +112.5% | 81,217 | +74.5% | 2.59% | +78.8% |
| Q1 2020 | $2,675,000 | +3084.5% | 46,538 | +3843.9% | 1.45% | +3816.2% |
| Q4 2019 | $84,000 | +9.1% | 1,180 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $77,000 | +1.3% | 1,180 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $76,000 | +4.1% | 1,180 | 0.0% | 0.04% | -5.1% |
| Q1 2019 | $73,000 | – | 1,180 | – | 0.04% | – |
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% |