ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 301 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,737,059 | +22.3% | 56,462 | +17.8% | 0.00% | – |
| Q1 2024 | $5,508,383 | -7.2% | 47,916 | -15.3% | 0.00% | – |
| Q4 2023 | $5,934,971 | +47.1% | 56,567 | +31.7% | 0.00% | – |
| Q3 2023 | $4,034,218 | +16.2% | 42,958 | +20.6% | 0.00% | – |
| Q2 2023 | $3,471,808 | -43.2% | 35,623 | -47.3% | 0.00% | – |
| Q1 2023 | $6,113,058 | +129.9% | 67,584 | +115.4% | 0.00% | – |
| Q4 2022 | $2,658,752 | +1.2% | 31,372 | -5.2% | 0.00% | – |
| Q3 2022 | $2,628,000 | -19.4% | 33,092 | -14.9% | 0.00% | – |
| Q2 2022 | $3,262,000 | -18.2% | 38,877 | -1.2% | 0.00% | – |
| Q1 2022 | $3,987,000 | +7.7% | 39,333 | +14.7% | 0.00% | – |
| Q4 2021 | $3,702,000 | +33.3% | 34,305 | +21.7% | 0.00% | – |
| Q3 2021 | $2,777,000 | +4.2% | 28,196 | +4.2% | 0.00% | – |
| Q2 2021 | $2,664,000 | +377.4% | 27,056 | +340.6% | 0.00% | – |
| Q1 2021 | $558,000 | +102.2% | 6,141 | +91.9% | 0.00% | – |
| Q4 2020 | $276,000 | +122.6% | 3,200 | +96.9% | 0.00% | – |
| Q3 2020 | $124,000 | +129.6% | 1,625 | +108.6% | 0.00% | – |
| Q2 2020 | $54,000 | – | 779 | +77800.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |