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 2023 | $1,146,636 | -7.9% | 12,204 | -4.5% | 0.01% | 0.0% |
| Q2 2023 | $1,244,916 | +7.0% | 12,774 | -0.7% | 0.01% | 0.0% |
| Q1 2023 | $1,163,617 | -50.6% | 12,865 | -62.1% | 0.01% | 0.0% |
| Q4 2022 | $2,354,041 | +400.9% | 33,968 | +475.0% | 0.01% | +150.0% |
| Q3 2022 | $470,000 | -10.0% | 5,907 | -38.4% | 0.00% | 0.0% |
| Q2 2022 | $522,000 | -17.1% | 9,594 | +54.3% | 0.00% | -33.3% |
| Q1 2022 | $630,000 | -6.1% | 6,217 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $671,000 | +9.6% | 6,217 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $612,000 | 0.0% | 6,217 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $612,000 | +8.3% | 6,217 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $565,000 | +152.2% | 6,217 | +138.4% | 0.00% | +100.0% |
| Q4 2020 | $224,000 | – | 2,608 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |