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 | $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 | 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% |