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 | $1,626,102 | +45.0% | 17,315 | +50.5% | 0.01% | +50.0% |
| Q2 2023 | $1,121,135 | +74992.8% | 11,503 | -30.3% | 0.00% | -33.3% |
| Q1 2023 | $1,493 | -84.5% | 16,514 | -85.5% | 0.01% | -87.5% |
| Q4 2022 | $9,622 | -99.9% | 113,554 | +7.0% | 0.05% | +9.1% |
| Q3 2022 | $8,426,000 | -5.6% | 106,108 | -0.2% | 0.04% | -6.4% |
| Q2 2022 | $8,923,000 | -16.1% | 106,360 | +1.3% | 0.05% | -7.8% |
| Q1 2022 | $10,636,000 | +21.8% | 104,949 | +29.6% | 0.05% | +24.4% |
| Q4 2021 | $8,735,000 | +723.3% | 80,956 | +650.6% | 0.04% | +583.3% |
| Q3 2021 | $1,061,000 | -10.0% | 10,785 | -10.0% | 0.01% | -14.3% |
| Q2 2021 | $1,179,000 | +32.3% | 11,982 | +22.2% | 0.01% | +16.7% |
| Q1 2021 | $891,000 | +118.4% | 9,807 | +106.6% | 0.01% | +100.0% |
| Q4 2020 | $408,000 | +320.6% | 4,746 | +270.8% | 0.00% | +200.0% |
| Q3 2020 | $97,000 | +26.0% | 1,280 | +16.8% | 0.00% | 0.0% |
| Q2 2020 | $77,000 | +2466.7% | 1,096 | +2183.3% | 0.00% | – |
| Q1 2020 | $3,000 | – | 48 | – | 0.00% | – |
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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% |