ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807 | +13.3% | 8,592 | +17.6% | 0.11% | +17.5% |
| Q2 2023 | $712 | +4.1% | 7,305 | -3.4% | 0.10% | 0.0% |
| Q1 2023 | $684 | +4.0% | 7,560 | -2.6% | 0.10% | -5.8% |
| Q4 2022 | $658 | -99.9% | 7,760 | +6.0% | 0.10% | +7.3% |
| Q3 2022 | $581,000 | -5.4% | 7,321 | 0.0% | 0.10% | +1.1% |
| Q2 2022 | $614,000 | -19.8% | 7,321 | -3.1% | 0.10% | +3.3% |
| Q1 2022 | $766,000 | -15.7% | 7,555 | -10.4% | 0.09% | -17.1% |
| Q4 2021 | $909,000 | +160.5% | 8,429 | +137.8% | 0.11% | +101.8% |
| Q3 2021 | $349,000 | – | 3,544 | – | 0.06% | – |
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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% |