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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,793,925 | -6.4% | 61,435 | -3.3% | 3.04% | -1.2% |
| Q2 2023 | $6,192,163 | +11.1% | 63,535 | +3.1% | 3.08% | +11.7% |
| Q1 2023 | $5,571,820 | +1.7% | 61,601 | -4.7% | 2.76% | +3.8% |
| Q4 2022 | $5,480,067 | -27.1% | 64,662 | -31.7% | 2.66% | -30.9% |
| Q3 2022 | $7,515,000 | -8.6% | 94,640 | -3.4% | 3.84% | -5.3% |
| Q2 2022 | $8,222,000 | -25.0% | 97,993 | -9.5% | 4.06% | -5.7% |
| Q1 2022 | $10,969,000 | -13.9% | 108,224 | -8.3% | 4.30% | +19.9% |
| Q4 2021 | $12,735,000 | +14.9% | 118,024 | +4.8% | 3.59% | +5.4% |
| Q3 2021 | $11,088,000 | +80.4% | 112,610 | +80.4% | 3.41% | +85.2% |
| Q2 2021 | $6,145,000 | +15.6% | 62,407 | +6.7% | 1.84% | +12.4% |
| Q1 2021 | $5,314,000 | +27.5% | 58,474 | +20.7% | 1.64% | +9.8% |
| Q4 2020 | $4,169,000 | – | 48,458 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |