ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,639,836 | -34.8% | 443,402 | -32.4% | 0.36% | -33.1% |
| Q2 2023 | $63,913,655 | -6.8% | 655,794 | -13.5% | 0.54% | -10.4% |
| Q1 2023 | $68,588,830 | -52.6% | 758,307 | -55.6% | 0.60% | -55.4% |
| Q4 2022 | $144,840,302 | +327.8% | 1,709,030 | +300.9% | 1.34% | +98.5% |
| Q3 2022 | $33,855,000 | -9.0% | 426,333 | -3.8% | 0.68% | +14.2% |
| Q2 2022 | $37,191,000 | -32.3% | 443,275 | -18.2% | 0.59% | -25.0% |
| Q1 2022 | $54,924,000 | +9.5% | 541,923 | +16.5% | 0.79% | +9.7% |
| Q4 2021 | $50,181,000 | +37.8% | 465,065 | +25.7% | 0.72% | +24.2% |
| Q3 2021 | $36,424,000 | +18.0% | 369,939 | +18.0% | 0.58% | +16.7% |
| Q2 2021 | $30,860,000 | +148.5% | 313,398 | +129.3% | 0.50% | +103.3% |
| Q1 2021 | $12,418,000 | -46.4% | 136,654 | -49.3% | 0.24% | -46.8% |
| Q4 2020 | $23,179,000 | +1342.4% | 269,430 | +1177.9% | 0.46% | +247.7% |
| Q3 2020 | $1,607,000 | +187.5% | 21,084 | +164.1% | 0.13% | +153.8% |
| Q2 2020 | $559,000 | – | 7,982 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |