ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,737 | -3.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,182 | +7.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,306 | -63.7% | 125 | -66.0% | 0.00% | -50.0% |
| Q4 2022 | $31,187 | -13.4% | 368 | -19.3% | 0.00% | -20.0% |
| Q3 2022 | $36,000 | -2.7% | 456 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -19.6% | 448 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $46,000 | -4.2% | 448 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 448 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $44,000 | 0.0% | 448 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +33.3% | 448 | +23.4% | 0.01% | +25.0% |
| Q1 2021 | $33,000 | +6.5% | 363 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +63.2% | 363 | +49.4% | 0.00% | +33.3% |
| Q3 2020 | $19,000 | +11.8% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | – | 243 | – | 0.00% | – |
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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% |