ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 236 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $711,505 | -37.5% | 5,963 | -39.7% | 0.00% | -50.0% |
| Q1 2024 | $1,137,758 | -86.5% | 9,897 | -87.7% | 0.00% | -83.3% |
| Q4 2023 | $8,431,369 | +14.8% | 80,360 | +2.8% | 0.01% | 0.0% |
| Q3 2023 | $7,341,582 | +2818.6% | 78,176 | +2928.9% | 0.01% | – |
| Q2 2023 | $251,544 | +14.8% | 2,581 | +6.5% | 0.00% | – |
| Q1 2023 | $219,160 | -41.6% | 2,423 | -45.2% | 0.00% | -100.0% |
| Q4 2022 | $375,019 | +33.9% | 4,425 | +25.5% | 0.00% | 0.0% |
| Q3 2022 | $280,000 | +27.3% | 3,527 | +34.7% | 0.00% | – |
| Q2 2022 | $220,000 | +31.0% | 2,619 | +58.6% | 0.00% | – |
| Q1 2022 | $168,000 | +23.5% | 1,651 | +31.0% | 0.00% | – |
| Q4 2021 | $136,000 | +14.3% | 1,260 | +4.1% | 0.00% | – |
| Q3 2021 | $119,000 | -73.2% | 1,210 | -73.2% | 0.00% | -100.0% |
| Q2 2021 | $444,000 | +2236.8% | 4,509 | +2037.0% | 0.00% | – |
| Q1 2021 | $19,000 | +280.0% | 211 | +205.8% | 0.00% | – |
| Q3 2020 | $5,000 | -61.5% | 69 | -70.0% | 0.00% | – |
| Q1 2020 | $13,000 | – | 230 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |