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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |