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 2022 | $291,000 | -47.4% | 3,662 | -44.5% | 0.06% | -44.2% |
| Q2 2022 | $553,000 | -41.8% | 6,593 | -29.6% | 0.10% | -31.6% |
| Q1 2022 | $950,000 | -14.3% | 9,365 | -8.8% | 0.15% | -6.2% |
| Q4 2021 | $1,108,000 | -5.7% | 10,265 | -14.0% | 0.16% | -11.0% |
| Q3 2021 | $1,175,000 | -3.9% | 11,934 | -4.0% | 0.18% | -6.7% |
| Q2 2021 | $1,223,000 | +37.9% | 12,427 | +27.3% | 0.20% | +19.6% |
| Q1 2021 | $887,000 | +18.7% | 9,759 | +12.3% | 0.16% | +5.8% |
| Q4 2020 | $747,000 | +32.2% | 8,688 | +17.2% | 0.15% | -60.6% |
| Q3 2020 | $565,000 | -21.3% | 7,416 | -27.7% | 0.39% | +110.2% |
| Q2 2020 | $718,000 | +81.3% | 10,258 | +48.9% | 0.19% | +50.0% |
| Q1 2020 | $396,000 | – | 6,890 | – | 0.12% | – |
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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% |