ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 112 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,630,188 | -88.4% | 81,250 | -88.0% | 0.01% | -86.0% |
| Q2 2023 | $65,741,156 | +85.1% | 674,545 | +71.8% | 0.04% | +72.0% |
| Q1 2023 | $35,510,398 | +176.4% | 392,597 | +159.0% | 0.02% | +150.0% |
| Q4 2022 | $12,847,423 | +33.3% | 151,592 | +24.9% | 0.01% | +42.9% |
| Q3 2022 | $9,635,000 | +42.1% | 121,340 | +50.2% | 0.01% | +40.0% |
| Q2 2022 | $6,779,000 | +23.0% | 80,803 | +48.6% | 0.01% | +66.7% |
| Q1 2022 | $5,512,000 | -66.3% | 54,378 | -64.1% | 0.00% | -66.7% |
| Q4 2021 | $16,346,000 | +86.4% | 151,490 | +70.1% | 0.01% | +80.0% |
| Q3 2021 | $8,767,000 | +11.9% | 89,055 | +12.0% | 0.01% | 0.0% |
| Q2 2021 | $7,833,000 | +150.9% | 79,541 | +131.6% | 0.01% | +150.0% |
| Q1 2021 | $3,122,000 | +512.2% | 34,350 | +479.3% | 0.00% | – |
| Q4 2020 | $510,000 | +13.3% | 5,930 | +0.4% | 0.00% | – |
| Q3 2020 | $450,000 | +186.6% | 5,904 | +162.6% | 0.00% | – |
| Q2 2020 | $157,000 | +423.3% | 2,248 | +327.4% | 0.00% | – |
| Q1 2020 | $30,000 | +130.8% | 526 | +198.9% | 0.00% | – |
| Q4 2019 | $13,000 | +8.3% | 176 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | +20.0% | 176 | +12.8% | 0.00% | – |
| Q2 2019 | $10,000 | – | 156 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |