ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,816 | -21.5% | 72,446 | -19.5% | 0.02% | -20.0% |
| Q2 2023 | $8,679 | +0.5% | 89,963 | -7.0% | 0.02% | -4.8% |
| Q1 2023 | $8,632 | -49.7% | 96,695 | -52.1% | 0.02% | -52.3% |
| Q4 2022 | $17,169 | -99.9% | 201,982 | -8.1% | 0.04% | -10.2% |
| Q3 2022 | $17,682,000 | -4.7% | 219,826 | -0.5% | 0.05% | 0.0% |
| Q2 2022 | $18,545,000 | -82.3% | 220,950 | -77.5% | 0.05% | -76.1% |
| Q1 2022 | $104,695,000 | +37.1% | 983,628 | +26.8% | 0.20% | +39.5% |
| Q4 2021 | $76,364,000 | -6.0% | 775,502 | -6.0% | 0.15% | -10.9% |
| Q3 2021 | $81,202,000 | +5.0% | 824,649 | +5.0% | 0.16% | +5.1% |
| Q2 2021 | $77,306,000 | -2.1% | 785,074 | -9.6% | 0.16% | -9.8% |
| Q1 2021 | $78,937,000 | -0.8% | 868,678 | -6.1% | 0.17% | -5.4% |
| Q4 2020 | $79,610,000 | +70.0% | 925,372 | +50.6% | 0.18% | +47.2% |
| Q3 2020 | $46,842,000 | +152.4% | 614,639 | +92.1% | 0.12% | +123.2% |
| Q2 2020 | $18,559,000 | +5.2% | 319,984 | +4.3% | 0.06% | -11.1% |
| Q1 2020 | $17,637,000 | – | 306,811 | – | 0.06% | – |
Download | ||||||
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% |