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 | $74,397 | -16.5% | 759 | -16.9% | 0.00% | – |
| Q2 2023 | $89,090 | +48.1% | 913 | +28.8% | 0.00% | – |
| Q4 2022 | $60,137 | +11.4% | 709 | +12.7% | 0.00% | – |
| Q3 2022 | $54,000 | -6.9% | 629 | 0.0% | 0.00% | – |
| Q2 2022 | $58,000 | -38.3% | 629 | -31.0% | 0.00% | – |
| Q1 2022 | $94,000 | +3.3% | 912 | +9.2% | 0.00% | – |
| Q4 2021 | $91,000 | +3.4% | 835 | -2.7% | 0.00% | – |
| Q3 2021 | $88,000 | +54.4% | 858 | +48.4% | 0.00% | – |
| Q2 2021 | $57,000 | -85.2% | 578 | -85.9% | 0.00% | – |
| Q1 2021 | $386,000 | -99.3% | 4,108 | -99.3% | 0.00% | -100.0% |
| Q4 2020 | $51,480,000 | +77.6% | 589,694 | +55.4% | 0.03% | +41.7% |
| Q3 2020 | $28,984,000 | +20.2% | 379,523 | +12.4% | 0.02% | +9.1% |
| Q2 2020 | $24,122,000 | +133.6% | 337,555 | +84.1% | 0.02% | +83.3% |
| Q1 2020 | $10,328,000 | – | 183,312 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |