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 | $31,142,367 | -27.1% | 331,620 | -24.4% | 0.34% | -29.2% |
| Q2 2023 | $42,746,387 | +0.3% | 438,605 | -7.0% | 0.48% | -9.4% |
| Q1 2023 | $42,630,028 | +175.8% | 471,403 | -48.9% | 0.53% | +27.8% |
| Q4 2022 | $15,454,284 | -80.3% | 921,951 | -6.5% | 0.42% | -67.6% |
| Q3 2022 | $78,332,000 | -2.9% | 986,431 | +2.6% | 1.29% | -3.7% |
| Q2 2022 | $80,677,000 | -15.3% | 961,597 | +2.4% | 1.34% | -12.7% |
| Q1 2022 | $95,202,000 | +4.5% | 939,347 | +11.3% | 1.53% | +11.4% |
| Q4 2021 | $91,095,000 | +30.3% | 844,257 | +18.9% | 1.37% | -20.6% |
| Q3 2021 | $69,938,000 | +22.8% | 710,319 | +22.8% | 1.73% | +14.2% |
| Q2 2021 | $56,951,000 | +10.5% | 578,364 | +2.0% | 1.52% | -1.4% |
| Q1 2021 | $51,548,000 | +15.2% | 567,282 | +9.0% | 1.54% | +4.7% |
| Q4 2020 | $44,755,000 | +60.6% | 520,226 | +42.2% | 1.47% | +51.4% |
| Q3 2020 | $27,876,000 | +38.2% | 365,779 | +27.0% | 0.97% | +23.0% |
| Q2 2020 | $20,165,000 | +159.9% | 288,104 | +113.5% | 0.79% | +110.7% |
| Q1 2020 | $7,758,000 | – | 134,951 | – | 0.37% | – |
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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% |