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 | $7,471,878 | -0.4% | 79,564 | +3.4% | 0.15% | +2.0% |
| Q2 2023 | $7,499,201 | +38.7% | 76,946 | +28.7% | 0.15% | +29.8% |
| Q1 2023 | $5,407,050 | +14.7% | 59,779 | +7.4% | 0.11% | +6.5% |
| Q4 2022 | $4,715,998 | +13.5% | 55,646 | +6.3% | 0.11% | +4.9% |
| Q3 2022 | $4,155,000 | -5.6% | 52,330 | -0.2% | 0.10% | -1.0% |
| Q2 2022 | $4,401,000 | -6.1% | 52,454 | +13.5% | 0.10% | +6.2% |
| Q1 2022 | $4,686,000 | -4.1% | 46,231 | +2.1% | 0.10% | -2.0% |
| Q4 2021 | $4,887,000 | +15.0% | 45,290 | +4.9% | 0.10% | +6.5% |
| Q3 2021 | $4,250,000 | -0.7% | 43,167 | -0.7% | 0.09% | +1.1% |
| Q2 2021 | $4,280,000 | +15.0% | 43,470 | +6.1% | 0.09% | 0.0% |
| Q1 2021 | $3,722,000 | +5.4% | 40,964 | -0.2% | 0.09% | -1.1% |
| Q4 2020 | $3,530,000 | +9.6% | 41,041 | -2.9% | 0.09% | -3.1% |
| Q3 2020 | $3,220,000 | – | 42,256 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |