ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $989,494 | -6.3% | 8,293 | -9.7% | 0.24% | -3.2% |
| Q1 2024 | $1,055,950 | +1.6% | 9,185 | -7.3% | 0.25% | -7.1% |
| Q4 2023 | $1,039,374 | +12.1% | 9,906 | +0.3% | 0.27% | -1.1% |
| Q3 2023 | $927,088 | -3.6% | 9,872 | 0.0% | 0.27% | 0.0% |
| Q2 2023 | $962,134 | +7.9% | 9,872 | +0.1% | 0.27% | +1.1% |
| Q1 2023 | $891,627 | +16.4% | 9,858 | +9.1% | 0.27% | +11.6% |
| Q4 2022 | $765,875 | -41.2% | 9,037 | -44.9% | 0.24% | -48.7% |
| Q3 2022 | $1,302,000 | +8.8% | 16,401 | +15.0% | 0.47% | +13.3% |
| Q2 2022 | $1,197,000 | +0.8% | 14,267 | +21.8% | 0.42% | +11.0% |
| Q1 2022 | $1,187,000 | +16.3% | 11,713 | +23.7% | 0.37% | +19.5% |
| Q4 2021 | $1,021,000 | +21.5% | 9,466 | +10.9% | 0.31% | +7.9% |
| Q3 2021 | $840,000 | +42.4% | 8,532 | +31.5% | 0.29% | +25.5% |
| Q1 2021 | $590,000 | +169.4% | 6,489 | +155.2% | 0.23% | +138.1% |
| Q4 2020 | $219,000 | – | 2,543 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |