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 | $2,013,575 | -54.0% | 21,441 | -52.3% | 0.85% | -52.6% |
| Q2 2023 | $4,382,049 | +5.3% | 44,963 | -2.3% | 1.79% | +1.2% |
| Q1 2023 | $4,161,008 | +33389.0% | 46,003 | -68.6% | 1.77% | -68.3% |
| Q4 2022 | $12,425 | -99.9% | 146,603 | -14.4% | 5.57% | -13.5% |
| Q3 2022 | $13,667,000 | -2.5% | 171,262 | +2.5% | 6.44% | +1.8% |
| Q2 2022 | $14,016,000 | -11.2% | 167,052 | +7.3% | 6.33% | -0.8% |
| Q1 2022 | $15,786,000 | +2.9% | 155,757 | +2.2% | 6.38% | +3.4% |
| Q4 2021 | $15,334,000 | +10.7% | 152,444 | +8.3% | 6.17% | +5.5% |
| Q3 2021 | $13,856,000 | +18.2% | 140,731 | +18.2% | 5.85% | +17.1% |
| Q2 2021 | $11,720,000 | +16.5% | 119,026 | +7.5% | 5.00% | +8.3% |
| Q1 2021 | $10,059,000 | +9.0% | 110,696 | +3.2% | 4.61% | +10.2% |
| Q4 2020 | $9,231,000 | +72.9% | 107,301 | +53.2% | 4.19% | +57.5% |
| Q3 2020 | $5,339,000 | +23.4% | 70,062 | +13.4% | 2.66% | +15.3% |
| Q2 2020 | $4,325,000 | +141.5% | 61,792 | +98.4% | 2.31% | +112.2% |
| Q1 2020 | $1,791,000 | – | 31,149 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |