ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $250,570 | -23.0% | 2,668 | -20.1% | 0.02% | -14.8% |
Q2 2023 | $325,368 | +8.3% | 3,338 | +0.5% | 0.03% | +3.8% |
Q1 2023 | $300,381 | +1.1% | 3,321 | +0.7% | 0.03% | 0.0% |
Q4 2022 | $297,218 | +14.8% | 3,299 | +0.9% | 0.03% | -3.7% |
Q3 2022 | $259,000 | -5.8% | 3,270 | -0.5% | 0.03% | 0.0% |
Q2 2022 | $275,000 | -13.8% | 3,288 | +4.3% | 0.03% | -3.6% |
Q1 2022 | $319,000 | +40.5% | 3,152 | +49.7% | 0.03% | +47.4% |
Q4 2021 | $227,000 | +7.6% | 2,105 | -2.0% | 0.02% | 0.0% |
Q3 2021 | $211,000 | -4.1% | 2,148 | -4.1% | 0.02% | -5.0% |
Q2 2021 | $220,000 | -99.5% | 2,239 | +256.0% | 0.02% | +233.3% |
Q2 2020 | $44,074,000 | – | 629 | – | 0.01% | – |
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% |