ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,583,737 | -30.5% | 698,731 | -27.8% | 0.02% | -26.7% |
| Q2 2023 | $94,336,968 | +0.4% | 967,351 | -6.8% | 0.03% | -3.2% |
| Q1 2023 | $93,960,374 | -42.1% | 1,038,165 | -45.8% | 0.03% | -44.6% |
| Q4 2022 | $162,354,000 | +4.7% | 1,915,043 | -1.9% | 0.06% | -1.8% |
| Q3 2022 | $155,108,000 | -7.9% | 1,951,721 | -2.8% | 0.06% | -3.4% |
| Q2 2022 | $168,468,000 | -18.3% | 2,006,924 | -1.3% | 0.06% | -3.3% |
| Q1 2022 | $206,204,000 | +2.5% | 2,033,539 | +9.0% | 0.06% | +8.9% |
| Q4 2021 | $201,214,000 | +20.2% | 1,864,840 | +9.6% | 0.06% | +3.7% |
| Q3 2021 | $167,465,000 | +16.3% | 1,701,458 | +16.3% | 0.05% | +20.0% |
| Q2 2021 | $143,965,000 | +14.2% | 1,463,108 | +5.7% | 0.04% | +7.1% |
| Q1 2021 | $126,023,000 | +12.0% | 1,384,605 | +6.3% | 0.04% | +5.0% |
| Q4 2020 | $112,565,000 | +57.6% | 1,303,039 | +39.0% | 0.04% | +37.9% |
| Q3 2020 | $71,431,000 | +25.2% | 937,349 | +15.0% | 0.03% | +20.8% |
| Q2 2020 | $57,057,000 | +147.6% | 814,962 | +102.7% | 0.02% | +100.0% |
| Q1 2020 | $23,040,000 | +323.1% | 402,025 | +426.5% | 0.01% | +500.0% |
| Q4 2019 | $5,445,000 | +23.7% | 76,351 | +13.4% | 0.00% | 0.0% |
| Q3 2019 | $4,401,000 | +15.3% | 67,317 | +13.8% | 0.00% | 0.0% |
| Q2 2019 | $3,818,000 | +171.7% | 59,171 | +161.7% | 0.00% | +100.0% |
| Q1 2019 | $1,405,000 | -45.4% | 22,614 | -51.8% | 0.00% | 0.0% |
| Q4 2018 | $2,572,000 | – | 46,876 | – | 0.00% | – |
Download | ||||||
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% |