ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,279 | -3.6% | 4,294 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $418,524 | +7.7% | 4,294 | -0.1% | 0.05% | +2.0% |
| Q1 2023 | $388,634 | +5.7% | 4,297 | -1.0% | 0.05% | 0.0% |
| Q4 2022 | $367,821 | +4.8% | 4,340 | -1.9% | 0.05% | -3.9% |
| Q3 2022 | $351,000 | -6.1% | 4,426 | -0.7% | 0.05% | 0.0% |
| Q2 2022 | $374,000 | -16.9% | 4,458 | +0.3% | 0.05% | -5.6% |
| Q1 2022 | $450,000 | +16.6% | 4,444 | +24.3% | 0.05% | +17.4% |
| Q4 2021 | $386,000 | +6.6% | 3,574 | -2.7% | 0.05% | 0.0% |
| Q3 2021 | $362,000 | 0.0% | 3,673 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $362,000 | +10.0% | 3,673 | +1.5% | 0.05% | +4.5% |
| Q1 2021 | $329,000 | +5.8% | 3,620 | 0.0% | 0.04% | +2.3% |
| Q4 2020 | $311,000 | +13.1% | 3,620 | +0.4% | 0.04% | -2.3% |
| Q3 2020 | $275,000 | +9.1% | 3,607 | +0.4% | 0.04% | +2.3% |
| Q2 2020 | $252,000 | +22.9% | 3,594 | +0.6% | 0.04% | 0.0% |
| Q1 2020 | $205,000 | – | 3,573 | – | 0.04% | – |
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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% |