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 | $782,291 | -4.3% | 8,330 | -0.7% | 0.10% | -1.0% |
| Q2 2023 | $817,613 | -14.8% | 8,389 | -20.9% | 0.10% | -19.2% |
| Q1 2023 | $959,088 | -31.0% | 10,604 | -39.4% | 0.12% | -40.3% |
| Q3 2022 | $1,390,000 | +1.8% | 17,500 | +9.8% | 0.20% | +10.4% |
| Q2 2022 | $1,365,000 | -9.9% | 15,937 | +0.6% | 0.18% | -2.2% |
| Q1 2022 | $1,515,000 | +12.4% | 15,849 | +26.8% | 0.19% | +20.8% |
| Q4 2021 | $1,348,000 | +36.3% | 12,495 | +24.5% | 0.15% | +15.8% |
| Q3 2021 | $989,000 | +0.6% | 10,040 | +3.6% | 0.13% | -7.6% |
| Q2 2021 | $983,000 | +12.2% | 9,688 | +0.5% | 0.14% | +1.4% |
| Q1 2021 | $876,000 | +4.7% | 9,644 | +2.1% | 0.14% | -1.4% |
| Q4 2020 | $837,000 | +23.5% | 9,449 | +6.2% | 0.14% | +5.1% |
| Q3 2020 | $678,000 | +82.3% | 8,898 | +67.0% | 0.14% | +52.2% |
| Q2 2020 | $372,000 | +25.7% | 5,329 | +3.5% | 0.09% | +30.4% |
| Q1 2020 | $296,000 | -19.3% | 5,150 | 0.0% | 0.07% | -8.0% |
| Q4 2019 | $367,000 | – | 5,150 | – | 0.08% | – |
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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% |