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 | $1,634,263 | -39.1% | 17,402 | -36.8% | 2.02% | -25.8% |
| Q2 2023 | $2,685,633 | -18.6% | 27,556 | -24.4% | 2.73% | -18.3% |
| Q1 2023 | $3,298,034 | -58.0% | 36,462 | -60.6% | 3.34% | -44.9% |
| Q4 2022 | $7,852,332 | -18.7% | 92,652 | -23.9% | 6.07% | -20.8% |
| Q3 2022 | $9,664,000 | -2.3% | 121,693 | +3.2% | 7.66% | +3.4% |
| Q2 2022 | $9,893,000 | -32.7% | 117,913 | -18.7% | 7.41% | -23.3% |
| Q1 2022 | $14,707,000 | +20.2% | 145,108 | +27.9% | 9.66% | +29.5% |
| Q4 2021 | $12,240,000 | +12.3% | 113,437 | +2.5% | 7.46% | +8.1% |
| Q3 2021 | $10,895,000 | +2.4% | 110,653 | +2.4% | 6.90% | +5.0% |
| Q2 2021 | $10,644,000 | +3.7% | 108,095 | -4.3% | 6.57% | -1.3% |
| Q1 2021 | $10,260,000 | -11.6% | 112,903 | -16.3% | 6.66% | -14.6% |
| Q4 2020 | $11,607,000 | – | 134,922 | – | 7.80% | – |
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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% |