ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 301 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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $54,742,646 | +33.8% | 476,189 | +22.1% | 0.13% | -61.1% |
Q4 2023 | $40,903,026 | -1.8% | 389,850 | -12.1% | 0.33% | -7.5% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |