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 | $1,797,531 | -44.3% | 19,141 | -42.2% | 0.01% | -44.4% |
| Q2 2023 | $3,225,829 | -5.1% | 33,099 | -12.0% | 0.01% | +12.5% |
| Q1 2023 | $3,400,196 | +50393.0% | 37,592 | -52.7% | 0.01% | -55.6% |
| Q4 2022 | $6,734 | -99.9% | 79,455 | -8.7% | 0.02% | -10.0% |
| Q3 2022 | $6,908,000 | -5.5% | 86,990 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $7,313,000 | -15.8% | 87,160 | +1.7% | 0.02% | -4.8% |
| Q1 2022 | $8,689,000 | -1.2% | 85,736 | +5.2% | 0.02% | 0.0% |
| Q4 2021 | $8,797,000 | +18.9% | 81,532 | +8.5% | 0.02% | +10.5% |
| Q3 2021 | $7,396,000 | +23.1% | 75,119 | +23.1% | 0.02% | +18.8% |
| Q2 2021 | $6,009,000 | -2.1% | 61,027 | -9.6% | 0.02% | -5.9% |
| Q1 2021 | $6,137,000 | -3.0% | 67,536 | -8.2% | 0.02% | -10.5% |
| Q4 2020 | $6,329,000 | +67.6% | 73,568 | +48.4% | 0.02% | +46.2% |
| Q3 2020 | $3,777,000 | +21.5% | 49,566 | +11.6% | 0.01% | +8.3% |
| Q2 2020 | $3,109,000 | +124.2% | 44,417 | +84.1% | 0.01% | +100.0% |
| Q1 2020 | $1,387,000 | – | 24,128 | – | 0.01% | – |
Download | ||||||
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% |