ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,375,787 | -3.6% | 78,541 | 0.0% | 0.42% | +1.5% |
| Q2 2023 | $7,654,607 | +7.8% | 78,541 | 0.0% | 0.41% | -1.0% |
| Q1 2023 | $7,104,034 | +0.9% | 78,541 | -5.4% | 0.42% | -8.0% |
| Q4 2022 | $7,038,318 | +6.9% | 83,048 | +0.1% | 0.45% | -2.6% |
| Q3 2022 | $6,585,000 | +55.2% | 82,925 | +64.0% | 0.46% | +60.0% |
| Q2 2022 | $4,242,000 | -17.2% | 50,558 | 0.0% | 0.29% | -1.4% |
| Q1 2022 | $5,124,000 | +9.0% | 50,558 | +16.1% | 0.29% | +11.4% |
| Q4 2021 | $4,699,000 | +9.7% | 43,547 | +0.1% | 0.26% | 0.0% |
| Q3 2021 | $4,285,000 | +0.1% | 43,516 | +0.1% | 0.26% | +1.1% |
| Q2 2021 | $4,282,000 | +14.4% | 43,489 | 0.0% | 0.26% | +2.8% |
| Q4 2020 | $3,742,000 | – | 43,489 | – | 0.25% | – |
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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% |