ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 236 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,416 | +121.1% | 213 | +113.0% | 0.01% | +150.0% |
| Q1 2024 | $11,496 | -90.9% | 100 | -91.7% | 0.00% | -92.0% |
| Q4 2023 | $125,925 | +14.7% | 1,200 | +2.7% | 0.02% | +4.2% |
| Q3 2023 | $109,788 | -91.3% | 1,169 | -92.1% | 0.02% | -92.1% |
| Q2 2023 | $1,261,663 | 0.0% | 14,887 | 0.0% | 0.30% | -1.3% |
| Q1 2023 | $1,261,663 | +0.0% | 14,887 | 0.0% | 0.31% | +0.3% |
| Q4 2022 | $1,261,662 | -17.5% | 14,887 | -19.8% | 0.30% | -22.6% |
| Q3 2022 | $1,530,000 | -3.0% | 18,572 | +3.7% | 0.39% | 0.0% |
| Q2 2022 | $1,577,000 | -19.7% | 17,905 | -7.6% | 0.39% | -12.6% |
| Q1 2022 | $1,963,000 | -6.4% | 19,368 | -0.3% | 0.45% | -10.0% |
| Q4 2021 | $2,097,000 | +32.6% | 19,435 | +21.0% | 0.50% | +20.1% |
| Q3 2021 | $1,582,000 | -4.1% | 16,067 | -4.1% | 0.42% | -3.5% |
| Q2 2021 | $1,649,000 | +4.8% | 16,751 | -3.2% | 0.43% | -4.8% |
| Q1 2021 | $1,573,000 | -18.8% | 17,307 | -23.2% | 0.45% | -26.3% |
| Q4 2020 | $1,938,000 | +45.9% | 22,530 | +29.3% | 0.62% | +137.8% |
| Q3 2020 | $1,328,000 | +3.7% | 17,427 | -4.8% | 0.26% | -46.5% |
| Q2 2020 | $1,281,000 | +113.9% | 18,301 | +75.6% | 0.48% | +66.9% |
| Q1 2020 | $599,000 | – | 10,421 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |