ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $501,010 | -3.9% | 5,335 | -0.3% | 0.22% | +3.9% |
Q2 2023 | $521,411 | +2.8% | 5,350 | -4.6% | 0.21% | -2.8% |
Q1 2023 | $507,425 | +2.1% | 5,610 | -4.3% | 0.21% | -5.3% |
Q4 2022 | $497,059 | +27.8% | 5,865 | +52.7% | 0.22% | +34.7% |
Q1 2022 | $389,000 | -21.9% | 3,840 | -16.9% | 0.17% | -35.5% |
Q4 2021 | $498,000 | +3.5% | 4,620 | -5.4% | 0.26% | -4.4% |
Q3 2021 | $481,000 | +17.9% | 4,885 | +18.0% | 0.27% | +21.0% |
Q2 2021 | $408,000 | +8.5% | 4,140 | 0.0% | 0.22% | -5.9% |
Q1 2021 | $376,000 | +5.3% | 4,140 | -0.2% | 0.24% | -0.8% |
Q4 2020 | $357,000 | +33.7% | 4,150 | +18.6% | 0.24% | +14.3% |
Q3 2020 | $267,000 | +9.0% | 3,500 | 0.0% | 0.21% | -0.9% |
Q2 2020 | $245,000 | – | 3,500 | – | 0.21% | – |
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% |