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 | $20,204,698 | -22.9% | 215,150 | -20.0% | 2.30% | -17.2% |
| Q2 2023 | $26,212,768 | -9.9% | 268,959 | -16.4% | 2.77% | -12.5% |
| Q1 2023 | $29,102,784 | -40.1% | 321,755 | -44.4% | 3.17% | -45.5% |
| Q2 2022 | $48,568,000 | -19.8% | 578,876 | -3.1% | 5.81% | -3.5% |
| Q1 2022 | $60,550,000 | +12.1% | 597,432 | +19.3% | 6.02% | +11.2% |
| Q4 2021 | $54,018,000 | +16.0% | 500,675 | +5.9% | 5.42% | +10.2% |
| Q3 2021 | $46,548,000 | +12.7% | 472,759 | +12.7% | 4.92% | +10.9% |
| Q2 2021 | $41,311,000 | +22.6% | 419,526 | +13.1% | 4.43% | +5.0% |
| Q1 2021 | $33,698,000 | +3.1% | 370,838 | -2.4% | 4.22% | -18.3% |
| Q4 2020 | $32,692,000 | +60.3% | 380,012 | +42.0% | 5.16% | +31.1% |
| Q3 2020 | $20,396,000 | +14.1% | 267,633 | +4.8% | 3.94% | -8.9% |
| Q2 2020 | $17,870,000 | +135.3% | 255,329 | +93.2% | 4.33% | +44.4% |
| Q1 2020 | $7,596,000 | – | 132,130 | – | 3.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |