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 | $1,097,250 | -41.1% | 11,683 | -38.9% | 0.09% | -42.7% |
| Q2 2023 | $1,862,931 | -1.0% | 19,114 | -8.1% | 0.15% | -3.2% |
| Q1 2023 | $1,881,887 | -61.8% | 20,805 | -64.2% | 0.16% | -64.3% |
| Q4 2022 | $4,923,809 | -14.5% | 58,098 | -19.9% | 0.43% | -21.5% |
| Q3 2022 | $5,758,000 | -7.2% | 72,512 | -2.0% | 0.55% | -0.2% |
| Q2 2022 | $6,207,000 | -26.4% | 73,981 | -11.2% | 0.55% | -14.4% |
| Q1 2022 | $8,439,000 | +8.9% | 83,271 | +16.0% | 0.65% | +10.2% |
| Q4 2021 | $7,746,000 | +9.0% | 71,793 | -0.5% | 0.59% | -1.0% |
| Q3 2021 | $7,107,000 | +13.0% | 72,185 | +13.0% | 0.59% | +6.1% |
| Q2 2021 | $6,289,000 | +0.2% | 63,862 | -7.5% | 0.56% | -6.7% |
| Q1 2021 | $6,276,000 | +3.5% | 69,070 | -2.0% | 0.60% | -4.6% |
| Q4 2020 | $6,066,000 | +64.7% | 70,515 | +45.9% | 0.63% | +47.4% |
| Q3 2020 | $3,682,000 | -13.9% | 48,319 | -20.9% | 0.43% | -25.8% |
| Q2 2020 | $4,276,000 | +155.4% | 61,098 | +109.8% | 0.57% | +162.1% |
| Q1 2020 | $1,674,000 | – | 29,125 | – | 0.22% | – |
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% |