ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $815,485 | -41.9% | 8,684 | -39.7% | 0.11% | -45.4% |
Q2 2023 | $1,403,105 | +46.4% | 14,397 | +35.9% | 0.21% | +45.8% |
Q1 2023 | $958,088 | -63.9% | 10,592 | -66.2% | 0.14% | -65.3% |
Q4 2022 | $2,657,326 | -4.0% | 31,355 | -10.1% | 0.41% | -2.4% |
Q3 2022 | $2,769,000 | -5.1% | 34,877 | +0.3% | 0.42% | -1.4% |
Q2 2022 | $2,918,000 | -14.1% | 34,782 | -1.8% | 0.42% | -11.1% |
Q1 2022 | $3,395,000 | -24.7% | 35,426 | -15.3% | 0.48% | -25.5% |
Q4 2021 | $4,511,000 | +12.3% | 41,812 | +2.5% | 0.64% | +9.9% |
Q3 2021 | $4,016,000 | +34.4% | 40,791 | +34.5% | 0.58% | +31.5% |
Q2 2021 | $2,987,000 | +56.7% | 30,334 | +44.6% | 0.44% | +44.2% |
Q1 2021 | $1,906,000 | -27.4% | 20,971 | -31.3% | 0.31% | -30.0% |
Q4 2020 | $2,626,000 | -0.9% | 30,533 | -12.2% | 0.44% | -2.9% |
Q3 2020 | $2,650,000 | -17.0% | 34,782 | -23.8% | 0.45% | -22.4% |
Q2 2020 | $3,193,000 | +111.2% | 45,634 | +73.5% | 0.58% | +81.4% |
Q1 2020 | $1,512,000 | – | 26,303 | – | 0.32% | – |
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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% |