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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $219,000 | -24.0% | 2,034 | -30.3% | 0.06% | -34.0% |
| Q3 2021 | $288,000 | -0.3% | 2,920 | 0.0% | 0.10% | +5.4% |
| Q2 2021 | $289,000 | +5.9% | 2,920 | -3.0% | 0.09% | -4.2% |
| Q1 2021 | $273,000 | -3.2% | 3,009 | -8.1% | 0.10% | -10.3% |
| Q4 2020 | $282,000 | +6.4% | 3,274 | -6.0% | 0.11% | -5.3% |
| Q3 2020 | $265,000 | +3.5% | 3,483 | -4.8% | 0.11% | -8.9% |
| Q2 2020 | $256,000 | – | 3,659 | – | 0.12% | – |
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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% |