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 | $539,983 | +95811.7% | 5,750 | -0.4% | 0.25% | -0.4% |
| Q2 2023 | $563 | +7.9% | 5,772 | 0.0% | 0.25% | 0.0% |
| Q1 2023 | $522 | +5.9% | 5,772 | -0.9% | 0.25% | -2.0% |
| Q4 2022 | $493 | -99.9% | 5,823 | 0.0% | 0.26% | +5.8% |
| Q3 2022 | $465,000 | -4.9% | 5,823 | 0.0% | 0.24% | 0.0% |
| Q2 2022 | $489,000 | -17.1% | 5,823 | 0.0% | 0.24% | +1.3% |
| Q1 2022 | $590,000 | -8.0% | 5,823 | -2.0% | 0.24% | -0.4% |
| Q4 2021 | $641,000 | +10.7% | 5,941 | +1.1% | 0.24% | -2.0% |
| Q3 2021 | $579,000 | -1.9% | 5,876 | +0.5% | 0.24% | +0.8% |
| Q2 2021 | $590,000 | +16.4% | 5,848 | +4.8% | 0.24% | -1.6% |
| Q1 2021 | $507,000 | +15.8% | 5,580 | +9.6% | 0.25% | +9.8% |
| Q4 2020 | $438,000 | +8.1% | 5,092 | +5.0% | 0.22% | +4.7% |
| Q3 2020 | $405,000 | +52.3% | 4,850 | +27.6% | 0.21% | +29.7% |
| Q2 2020 | $266,000 | +241.0% | 3,800 | +216.7% | 0.16% | +211.3% |
| Q1 2020 | $78,000 | – | 1,200 | – | 0.05% | – |
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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% |