ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,322 | -96.4% | 3,304 | -96.3% | 0.11% | -96.6% |
| Q2 2023 | $8,698,870 | +11.7% | 89,256 | +3.7% | 3.15% | +19.8% |
| Q1 2023 | $7,788,863 | -64.2% | 86,112 | -66.4% | 2.63% | -66.0% |
| Q4 2022 | $21,747,786 | -2.9% | 256,611 | -9.0% | 7.75% | -25.4% |
| Q3 2022 | $22,404,000 | -15.6% | 282,131 | -10.8% | 10.40% | -13.3% |
| Q2 2022 | $26,532,000 | -15.2% | 316,228 | +2.4% | 11.99% | +12.5% |
| Q1 2022 | $31,295,000 | +3.4% | 308,781 | +10.1% | 10.66% | +3.0% |
| Q4 2021 | $30,257,000 | +28.3% | 280,421 | +17.1% | 10.35% | +12.6% |
| Q3 2021 | $23,584,000 | 0.0% | 239,501 | 0.0% | 9.19% | 0.0% |
| Q2 2021 | $23,584,000 | +14.6% | 239,501 | +0.1% | 9.19% | -11.3% |
| Q1 2021 | $20,583,000 | 0.0% | 239,258 | 0.0% | 10.37% | +0.0% |
| Q4 2020 | $20,583,000 | +63.4% | 239,258 | +44.7% | 10.37% | +103.6% |
| Q3 2020 | $12,599,000 | +7.5% | 165,322 | -1.3% | 5.09% | -13.4% |
| Q2 2020 | $11,722,000 | +70.7% | 167,477 | +40.2% | 5.88% | +46.7% |
| Q1 2020 | $6,866,000 | – | 119,428 | – | 4.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |