ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,456,129 | -24.6% | 68,748 | -21.7% | 0.25% | -22.5% |
| Q2 2023 | $8,560,056 | +2.7% | 87,831 | -4.7% | 0.32% | -5.0% |
| Q1 2023 | $8,332,625 | +6.7% | 92,124 | -0.0% | 0.34% | -2.0% |
| Q4 2022 | $7,808,903 | -15.8% | 92,140 | -21.1% | 0.35% | -26.8% |
| Q3 2022 | $9,273,000 | +43.3% | 116,771 | +51.4% | 0.48% | +11.4% |
| Q2 2022 | $6,471,000 | -12.5% | 77,128 | +5.7% | 0.43% | +3.4% |
| Q1 2022 | $7,398,000 | -18.8% | 72,991 | -13.6% | 0.41% | -14.1% |
| Q4 2021 | $9,111,000 | +8.3% | 84,439 | -1.2% | 0.48% | -3.2% |
| Q3 2021 | $8,414,000 | -45.1% | 85,461 | -45.1% | 0.50% | -45.2% |
| Q2 2021 | $15,336,000 | +119.3% | 155,739 | +102.4% | 0.91% | +90.2% |
| Q1 2021 | $6,992,000 | +28.8% | 76,948 | +22.0% | 0.48% | +18.6% |
| Q4 2020 | $5,428,000 | +62.4% | 63,092 | +43.9% | 0.40% | +39.0% |
| Q3 2020 | $3,342,000 | +30.4% | 43,851 | +19.7% | 0.29% | +15.1% |
| Q2 2020 | $2,563,000 | +615.9% | 36,625 | +488.0% | 0.25% | +414.3% |
| Q1 2020 | $358,000 | – | 6,229 | – | 0.05% | – |
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% |