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 | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |