ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,493,000 | +19.7% | 87,093 | +6.0% | 2.37% | -3.3% |
| Q3 2020 | $6,260,000 | +12.4% | 82,144 | +3.2% | 2.45% | +3.6% |
| Q2 2020 | $5,571,000 | +205.1% | 79,591 | +150.6% | 2.37% | +154.5% |
| Q1 2020 | $1,826,000 | +4146.5% | 31,762 | +5184.9% | 0.93% | +6100.0% |
| Q4 2019 | $43,000 | – | 601 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 269,776 | $32,189,699 | 18.03% |
| Erickson Financial Group, LLC | 131,331 | $15,670,415 | 11.95% |
| Laurel Wealth Planning LLC | 98,816 | $11,791 | 8.21% |
| Clarity Asset Management, Inc. | 86,165 | $10,281,209 | 7.30% |
| CLIENT 1ST ADVISORY GROUP, LLC | 104,748 | $12,498,561 | 5.38% |
| DOHJ, LLC | 172,498 | $20,582,427 | 5.14% |
| Prudent Man Advisors, LLC | 102,843 | $12,271,227 | 4.34% |
| Northwest Capital Management Inc | 86,580 | $10,330,709 | 3.77% |
| Ally Invest Advisors Inc. | 323,255 | $38,570,764 | 3.71% |
| Affinity Capital Advisors, LLC | 142,128 | $16,958,749 | 3.56% |