ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,049,000 | +18.5% | 32,329 | +22.4% | 0.19% | +33.6% |
| Q2 2023 | $2,574,000 | +167260.2% | 26,409 | +55.3% | 0.14% | +20.2% |
| Q1 2023 | $1,538 | -77.9% | 17,004 | -79.3% | 0.12% | -73.6% |
| Q4 2022 | $6,969 | -99.8% | 82,233 | +122.5% | 0.45% | +52.4% |
| Q3 2022 | $2,935,000 | -40.7% | 36,958 | -19.4% | 0.30% | +4.2% |
| Q4 2021 | $4,948,000 | +14.9% | 45,856 | +4.9% | 0.28% | -2.4% |
| Q3 2021 | $4,306,000 | -16.8% | 43,731 | -16.8% | 0.29% | -15.2% |
| Q2 2021 | $5,178,000 | -47.3% | 52,585 | -48.7% | 0.34% | +0.3% |
| Q1 2021 | $9,818,000 | +56.0% | 102,515 | +40.2% | 0.34% | +27.1% |
| Q4 2020 | $6,293,000 | +3.9% | 73,145 | -8.0% | 0.27% | -11.2% |
| Q3 2020 | $6,058,000 | +0.4% | 79,487 | -7.8% | 0.30% | -8.5% |
| Q2 2020 | $6,031,000 | +108.6% | 86,176 | +71.3% | 0.33% | +54.7% |
| Q1 2020 | $2,891,000 | +203.4% | 50,293 | +276.3% | 0.21% | +193.2% |
| Q4 2019 | $953,000 | +19.4% | 13,364 | +9.5% | 0.07% | +10.6% |
| Q3 2019 | $798,000 | – | 12,201 | – | 0.07% | – |
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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% |