ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 336 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,207,561 | +6.6% | 26,882 | +2.7% | 0.52% | +4.8% |
| Q1 2024 | $3,009,883 | +10.2% | 26,182 | +0.5% | 0.50% | +3.3% |
| Q4 2023 | $2,732,327 | +6.4% | 26,042 | -4.8% | 0.48% | -3.8% |
| Q3 2023 | $2,567,782 | +1.6% | 27,343 | +5.5% | 0.50% | +7.1% |
| Q2 2023 | $2,527,041 | +7.8% | 25,929 | 0.0% | 0.46% | +2.0% |
| Q1 2023 | $2,345,279 | +6.7% | 25,929 | 0.0% | 0.46% | +14.0% |
| Q4 2022 | $2,197,483 | -1.6% | 25,929 | -7.8% | 0.40% | -14.0% |
| Q3 2022 | $2,233,000 | +32.0% | 28,124 | +39.4% | 0.46% | +45.8% |
| Q2 2022 | $1,692,000 | +10.9% | 20,169 | +34.0% | 0.32% | +30.7% |
| Q1 2022 | $1,526,000 | +4.3% | 15,055 | +11.0% | 0.24% | +8.0% |
| Q4 2021 | $1,463,000 | +46.3% | 13,557 | +33.4% | 0.23% | +37.0% |
| Q3 2021 | $1,000,000 | -0.1% | 10,159 | -0.1% | 0.16% | +0.6% |
| Q2 2021 | $1,001,000 | +169.8% | 10,167 | +149.1% | 0.16% | +164.5% |
| Q1 2021 | $371,000 | +5.1% | 4,082 | -0.6% | 0.06% | -1.6% |
| Q4 2020 | $353,000 | +12.8% | 4,108 | 0.0% | 0.06% | +6.8% |
| Q3 2020 | $313,000 | – | 4,108 | – | 0.06% | – |
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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% |