Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 554 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,000
+100.0%
23
+76.9%
0.00%
Q3 2020$1,0000.0%13
-27.8%
0.00%
Q2 2020$1,000180.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 436,105$34,631,00026.21%
Buttonwood Financial Group, LLC 257,967$20,483,00021.29%
West Wealth Group, LLC 482,120$38,285,00019.41%
Erickson Financial Group, LLC 162,219$12,882,00014.32%
Sharkey, Howes & Javer 814,443$64,675,00014.10%
CLIENT 1ST ADVISORY GROUP, LLC 270,967$21,517,00013.38%
IMPACTfolio, LLC 168,252$13,361,00013.04%
Keystone Financial Services 265,061$22,379,00013.00%
Pettinga Financial Advisors LLC 470,907$37,395,00012.85%
Tri-Star Advisors Inc. 308,377$24,868,00012.65%
View complete list of ISHARES TR shareholders