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 2022 | $225,000 | -5.5% | 2,830 | -0.2% | 0.52% | +5.4% |
| Q2 2022 | $238,000 | -23.2% | 2,835 | -7.3% | 0.50% | -1.6% |
| Q1 2022 | $310,000 | -4.6% | 3,057 | +1.4% | 0.50% | -4.7% |
| Q4 2021 | $325,000 | +9.8% | 3,016 | +0.2% | 0.53% | -1.1% |
| Q3 2021 | $296,000 | -0.3% | 3,009 | -0.3% | 0.54% | +1.9% |
| Q2 2021 | $297,000 | +4.6% | 3,019 | -3.3% | 0.53% | +85.9% |
| Q1 2021 | $284,000 | -4.7% | 3,121 | -9.9% | 0.28% | -4.1% |
| Q4 2020 | $298,000 | – | 3,463 | – | 0.30% | – |
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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% |