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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,407 | -99.4% | 76 | -99.5% | 0.00% | -99.3% |
| Q1 2023 | $1,322,623 | -6.6% | 14,623 | -5.5% | 0.15% | +51.5% |
| Q4 2022 | $1,415,424 | -53.1% | 15,467 | -52.9% | 0.10% | -52.9% |
| Q1 2022 | $3,020,000 | +6.2% | 32,821 | +17.1% | 0.21% | +12.3% |
| Q4 2021 | $2,843,000 | +1.5% | 28,030 | +6.8% | 0.19% | +0.5% |
| Q3 2021 | $2,802,000 | +23.2% | 26,251 | +17.5% | 0.19% | +16.2% |
| Q2 2021 | $2,274,000 | +14.0% | 22,333 | +6.5% | 0.16% | +3.2% |
| Q1 2021 | $1,995,000 | +15.5% | 20,977 | +8.5% | 0.16% | +5.4% |
| Q4 2020 | $1,727,000 | +2.7% | 19,334 | -7.4% | 0.15% | -10.4% |
| Q3 2020 | $1,682,000 | +14.4% | 20,868 | +8.6% | 0.16% | +7.9% |
| Q2 2020 | $1,470,000 | +20.1% | 19,213 | +0.8% | 0.15% | -4.4% |
| Q1 2020 | $1,224,000 | +240.0% | 19,058 | +298.2% | 0.16% | +269.8% |
| Q4 2019 | $360,000 | – | 4,786 | – | 0.04% | – |
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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% |