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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,142,824 | +10.5% | 11,726 | +2.5% | 0.94% | +19.9% |
| Q1 2023 | $1,034,435 | -60.7% | 11,436 | -63.1% | 0.78% | -62.7% |
| Q4 2022 | $2,629,930 | +3.1% | 31,031 | -3.4% | 2.10% | -4.6% |
| Q3 2022 | $2,552,000 | -2.0% | 32,139 | +3.6% | 2.21% | +7.7% |
| Q2 2022 | $2,603,000 | -18.0% | 31,024 | -0.9% | 2.05% | -11.1% |
| Q1 2022 | $3,173,000 | -5.3% | 31,309 | +0.8% | 2.30% | -1.5% |
| Q4 2021 | $3,352,000 | -0.7% | 31,069 | -9.3% | 2.34% | -9.2% |
| Q3 2021 | $3,374,000 | +2.1% | 34,271 | +1.8% | 2.58% | +2.0% |
| Q2 2021 | $3,305,000 | -1.5% | 33,653 | -8.9% | 2.52% | -10.0% |
| Q1 2021 | $3,356,000 | -14.7% | 36,935 | -19.3% | 2.80% | -23.0% |
| Q4 2020 | $3,936,000 | – | 45,747 | – | 3.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |