ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,768 | +10.3% | 3,815 | +2.4% | 0.11% | 0.0% |
| Q1 2023 | $337,048 | -71.7% | 3,726 | -73.4% | 0.11% | -73.7% |
| Q4 2022 | $1,189,021 | -10.0% | 14,030 | -15.6% | 0.43% | -16.6% |
| Q3 2022 | $1,321,000 | -5.0% | 16,630 | +0.3% | 0.51% | -1.7% |
| Q2 2022 | $1,391,000 | -15.9% | 16,582 | +1.6% | 0.52% | -3.5% |
| Q1 2022 | $1,654,000 | +8.9% | 16,316 | +15.9% | 0.54% | +9.1% |
| Q4 2021 | $1,519,000 | -27.1% | 14,081 | -33.5% | 0.49% | -19.7% |
| Q3 2021 | $2,083,000 | +7.3% | 21,160 | +7.3% | 0.62% | +7.0% |
| Q2 2021 | $1,942,000 | +9.5% | 19,724 | +1.0% | 0.58% | -5.1% |
| Q1 2021 | $1,774,000 | -8.8% | 19,524 | -13.7% | 0.61% | -13.1% |
| Q4 2020 | $1,945,000 | +75.5% | 22,611 | +55.5% | 0.70% | +53.2% |
| Q3 2020 | $1,108,000 | +213.9% | 14,543 | +188.0% | 0.46% | +135.8% |
| Q2 2020 | $353,000 | – | 5,050 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |