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 | $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 ↓ |
|---|---|---|---|
| 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% |