ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 235 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,754,910 | -12.7% | 167,766 | -9.4% | 0.03% | -9.7% |
| Q2 2023 | $18,039,400 | +1.5% | 185,096 | -5.8% | 0.03% | -6.1% |
| Q1 2023 | $17,780,710 | +16.8% | 196,581 | +9.4% | 0.03% | -2.9% |
| Q4 2022 | $15,225,750 | +0.3% | 179,655 | -6.0% | 0.03% | 0.0% |
| Q3 2022 | $15,183,000 | +1.3% | 191,199 | +7.1% | 0.03% | +6.2% |
| Q2 2022 | $14,990,000 | -17.0% | 178,544 | +0.2% | 0.03% | -11.1% |
| Q1 2022 | $18,053,000 | -0.7% | 178,129 | +5.8% | 0.04% | +5.9% |
| Q4 2021 | $18,172,000 | +23.5% | 168,351 | +12.7% | 0.03% | +9.7% |
| Q3 2021 | $14,715,000 | +28.7% | 149,372 | +28.7% | 0.03% | +24.0% |
| Q2 2021 | $11,438,000 | +77.4% | 116,101 | +54.9% | 0.02% | +56.2% |
| Q1 2021 | $6,446,000 | 0.0% | 74,946 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $6,446,000 | +48.0% | 74,946 | +31.1% | 0.02% | +30.8% |
| Q3 2020 | $4,354,000 | +102.7% | 57,154 | +86.2% | 0.01% | +85.7% |
| Q2 2020 | $2,148,000 | +86.5% | 30,694 | +53.1% | 0.01% | +75.0% |
| Q1 2020 | $1,152,000 | – | 20,054 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |