ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,337,548 | +2.1% | 23,985 | -5.3% | 0.17% | +1.2% |
| Q1 2023 | $2,289,608 | -44.5% | 25,314 | -48.0% | 0.16% | -46.4% |
| Q4 2022 | $4,127,535 | +461.6% | 48,703 | +426.3% | 0.31% | +404.9% |
| Q3 2022 | $735,000 | -83.4% | 9,254 | -82.5% | 0.06% | -83.1% |
| Q2 2022 | $4,441,000 | -22.8% | 52,935 | -6.8% | 0.36% | -4.7% |
| Q1 2022 | $5,754,000 | +1.5% | 56,768 | +8.0% | 0.38% | +6.2% |
| Q4 2021 | $5,669,000 | +22.3% | 52,546 | +11.6% | 0.36% | +14.1% |
| Q3 2021 | $4,636,000 | -22.5% | 47,077 | -22.6% | 0.31% | -21.8% |
| Q2 2021 | $5,985,000 | +100.2% | 60,786 | +84.8% | 0.40% | +88.7% |
| Q1 2021 | $2,989,000 | +768.9% | 32,894 | +723.2% | 0.21% | +783.3% |
| Q4 2020 | $344,000 | -73.5% | 3,996 | -76.6% | 0.02% | -78.4% |
| Q3 2020 | $1,300,000 | -19.4% | 17,054 | -26.0% | 0.11% | -27.5% |
| Q2 2020 | $1,613,000 | +3.8% | 23,051 | -14.7% | 0.15% | -31.1% |
| Q1 2020 | $1,554,000 | +443.4% | 27,022 | +573.7% | 0.22% | +640.0% |
| Q4 2019 | $286,000 | -19.7% | 4,011 | -26.4% | 0.03% | -26.8% |
| Q3 2019 | $356,000 | – | 5,451 | – | 0.04% | – |
Download | ||||||
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% |