ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $594,000 | -22.0% | 7,081 | -5.9% | 0.03% | -14.3% |
| Q1 2022 | $762,000 | -4.5% | 7,523 | +1.6% | 0.04% | -2.8% |
| Q4 2021 | $798,000 | +17.2% | 7,401 | +7.1% | 0.04% | +9.1% |
| Q3 2021 | $681,000 | +0.6% | 6,913 | +0.6% | 0.03% | +10.0% |
| Q2 2021 | $677,000 | -18.1% | 6,875 | -24.5% | 0.03% | -25.0% |
| Q1 2021 | $827,000 | +19.5% | 9,106 | +13.3% | 0.04% | +8.1% |
| Q4 2020 | $692,000 | +57.3% | 8,040 | +39.4% | 0.04% | +37.0% |
| Q3 2020 | $440,000 | +6.5% | 5,768 | -2.2% | 0.03% | -6.9% |
| Q2 2020 | $413,000 | +24.4% | 5,898 | +26.6% | 0.03% | +45.0% |
| Q4 2019 | $332,000 | +11.8% | 4,657 | +2.5% | 0.02% | 0.0% |
| Q3 2019 | $297,000 | +1.0% | 4,544 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $294,000 | +10.9% | 4,544 | +6.9% | 0.02% | -5.0% |
| Q1 2019 | $265,000 | +19.4% | 4,252 | +5.3% | 0.02% | 0.0% |
| Q4 2018 | $222,000 | +77.6% | 4,037 | +107.2% | 0.02% | +81.8% |
| Q3 2018 | $125,000 | – | 1,948 | – | 0.01% | – |
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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% |