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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,819 | -27.8% | 2,969 | -25.1% | 0.13% | -21.3% |
| Q2 2023 | $386,193 | -19.7% | 3,963 | -25.4% | 0.16% | -26.1% |
| Q1 2023 | $480,671 | -56.3% | 5,314 | -59.0% | 0.22% | -57.9% |
| Q4 2022 | $1,098,854 | +0.8% | 12,966 | -5.5% | 0.53% | -11.3% |
| Q3 2022 | $1,090,000 | -8.0% | 13,727 | -2.8% | 0.59% | -5.9% |
| Q2 2022 | $1,185,000 | -21.9% | 14,122 | -5.7% | 0.63% | 0.0% |
| Q1 2022 | $1,518,000 | -4.6% | 14,978 | +1.6% | 0.63% | -1.1% |
| Q4 2021 | $1,591,000 | +3.3% | 14,749 | -5.7% | 0.64% | -3.3% |
| Q3 2021 | $1,540,000 | +10.0% | 15,642 | +10.0% | 0.66% | +103.1% |
| Q2 2021 | $1,400,000 | -50.7% | 14,220 | -54.5% | 0.32% | -46.3% |
| Q1 2021 | $2,840,000 | +0.1% | 31,260 | -5.3% | 0.60% | -14.9% |
| Q4 2020 | $2,838,000 | +43.5% | 32,998 | +27.1% | 0.71% | +31.9% |
| Q3 2020 | $1,978,000 | +63.7% | 25,954 | +50.3% | 0.54% | +59.5% |
| Q2 2020 | $1,208,000 | +199.0% | 17,270 | +145.7% | 0.34% | +188.9% |
| Q1 2020 | $404,000 | – | 7,028 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |