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 | $1,210,053 | -6.0% | 12,885 | -2.4% | 0.01% | 0.0% |
| Q2 2023 | $1,286,908 | +10.8% | 13,204 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $1,161,521 | +0.5% | 12,842 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $1,155,375 | +2.6% | 13,633 | -3.9% | 0.01% | 0.0% |
| Q3 2022 | $1,126,000 | -2.3% | 14,185 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $1,153,000 | -19.3% | 13,738 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $1,428,000 | -23.8% | 14,088 | -18.9% | 0.01% | -16.7% |
| Q4 2021 | $1,875,000 | +25.8% | 17,379 | +14.9% | 0.01% | +20.0% |
| Q3 2021 | $1,490,000 | -49.8% | 15,130 | -49.8% | 0.01% | -50.0% |
| Q2 2021 | $2,968,000 | +2.0% | 30,137 | -5.9% | 0.01% | -9.1% |
| Q1 2021 | $2,911,000 | +11.0% | 32,034 | +5.1% | 0.01% | +10.0% |
| Q4 2020 | $2,622,000 | +24.1% | 30,482 | +9.9% | 0.01% | +11.1% |
| Q3 2020 | $2,113,000 | +211200.0% | 27,732 | +277220.0% | 0.01% | – |
| Q2 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 10 | – | 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% |