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 | $988,347 | -5.0% | 10,524 | -1.4% | 0.16% | -6.6% |
| Q2 2023 | $1,039,840 | +18.0% | 10,669 | +9.5% | 0.17% | -28.3% |
| Q1 2023 | $881,486 | +52.6% | 9,746 | +43.0% | 0.23% | +4.0% |
| Q4 2022 | $577,656 | +37.2% | 6,816 | +28.6% | 0.22% | +17.3% |
| Q3 2022 | $421,000 | -5.4% | 5,300 | 0.0% | 0.19% | -7.7% |
| Q2 2022 | $445,000 | -17.1% | 5,300 | 0.0% | 0.21% | -0.5% |
| Q1 2022 | $537,000 | +20.7% | 5,300 | +28.4% | 0.21% | +7.2% |
| Q4 2021 | $445,000 | +9.6% | 4,127 | 0.0% | 0.19% | -5.8% |
| Q3 2021 | $406,000 | +29.3% | 4,127 | +29.6% | 0.21% | +22.6% |
| Q2 2021 | $314,000 | +13.4% | 3,184 | +4.4% | 0.17% | -9.2% |
| Q1 2021 | $277,000 | +44.3% | 3,050 | +37.0% | 0.18% | +29.4% |
| Q4 2020 | $192,000 | +17.8% | 2,227 | +4.1% | 0.14% | -3.4% |
| Q3 2020 | $163,000 | +239.6% | 2,140 | +157.5% | 0.15% | +289.5% |
| Q1 2020 | $48,000 | – | 831 | – | 0.04% | – |
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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% |