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 | $278,068 | -29.6% | 2,961 | -26.9% | 0.01% | -26.7% |
| Q2 2023 | $394,908 | +3.9% | 4,052 | -3.6% | 0.02% | +7.1% |
| Q1 2023 | $380,161 | +30.2% | 4,203 | +14.2% | 0.01% | +16.7% |
| Q3 2022 | $292,000 | +12.7% | 3,681 | +19.3% | 0.01% | +20.0% |
| Q2 2022 | $259,000 | -27.2% | 3,085 | -12.3% | 0.01% | -23.1% |
| Q1 2022 | $356,000 | -6.8% | 3,516 | -0.6% | 0.01% | -7.1% |
| Q4 2021 | $382,000 | +9.5% | 3,538 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $349,000 | +2.6% | 3,543 | +2.6% | 0.01% | +7.7% |
| Q2 2021 | $340,000 | – | 3,452 | – | 0.01% | – |
Download | ||||||
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% |