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 | $2,251,282 | +0.5% | 23,973 | +4.3% | 0.04% | +2.9% |
| Q2 2023 | $2,240,958 | -54.3% | 22,994 | -57.6% | 0.03% | -57.0% |
| Q1 2023 | $4,907,193 | -70.6% | 54,253 | -72.5% | 0.08% | -72.2% |
| Q4 2022 | $16,710,939 | +0.6% | 197,179 | -5.8% | 0.28% | -8.4% |
| Q3 2022 | $16,614,000 | -6.1% | 209,223 | -0.8% | 0.31% | -4.3% |
| Q2 2022 | $17,702,000 | -14.1% | 210,994 | +3.8% | 0.32% | +1.6% |
| Q1 2022 | $20,597,000 | +3.1% | 203,228 | +9.8% | 0.32% | +4.9% |
| Q4 2021 | $19,970,000 | +16.8% | 185,083 | +6.6% | 0.30% | +3.4% |
| Q3 2021 | $17,097,000 | +16.7% | 173,646 | +16.7% | 0.29% | +18.5% |
| Q2 2021 | $14,653,000 | -99.9% | 148,805 | -49.7% | 0.25% | +5.1% |
| Q1 2021 | $26,866,064,000 | +191718.2% | 295,654 | +81.6% | 0.24% | -22.1% |
| Q4 2020 | $14,006,000 | +66.6% | 162,800 | +47.6% | 0.30% | +42.9% |
| Q3 2020 | $8,408,000 | +14.6% | 110,333 | +5.3% | 0.21% | +1.4% |
| Q2 2020 | $7,336,000 | +127.7% | 104,810 | +87.0% | 0.21% | +77.1% |
| Q1 2020 | $3,222,000 | +1632.3% | 56,059 | +2039.7% | 0.12% | +2260.0% |
| Q4 2019 | $186,000 | +113.8% | 2,620 | +96.8% | 0.01% | +66.7% |
| Q3 2019 | $87,000 | +2.4% | 1,331 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $85,000 | +466.7% | 1,331 | +481.2% | 0.00% | +200.0% |
| Q3 2018 | $15,000 | +7.1% | 229 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 229 | – | 0.00% | – |
Download | ||||||
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% |