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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $383,000 | +12.3% | 3,783 | +19.8% | 0.13% | +69.6% |
| Q4 2021 | $341,000 | +9.6% | 3,159 | -0.1% | 0.08% | -1.2% |
| Q3 2021 | $311,000 | +1.6% | 3,163 | +1.7% | 0.08% | 0.0% |
| Q2 2021 | $306,000 | -45.4% | 3,109 | -49.6% | 0.08% | -46.3% |
| Q1 2021 | $560,000 | +36.9% | 6,166 | +29.6% | 0.15% | +20.2% |
| Q4 2020 | $409,000 | +21.4% | 4,756 | +7.5% | 0.12% | -10.1% |
| Q3 2020 | $337,000 | +3.7% | 4,423 | -4.6% | 0.14% | -8.6% |
| Q2 2020 | $325,000 | – | 4,637 | – | 0.15% | – |
Download | ||||||
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% |