ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $3,711,000 | +3.1% | 37,692 | +3.2% | 2.13% | +4.5% |
Q2 2021 | $3,598,000 | +7.2% | 36,539 | -1.0% | 2.04% | +0.6% |
Q1 2021 | $3,355,000 | +8.3% | 36,916 | +2.5% | 2.03% | +2.4% |
Q4 2020 | $3,099,000 | +7458.5% | 36,021 | +6005.3% | 1.98% | +5900.0% |
Q2 2020 | $41,000 | – | 590 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |