ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,962 | -3.6% | 3,865 | 0.0% | 0.18% | +7.1% |
| Q2 2023 | $376,683 | -6.9% | 3,865 | -13.6% | 0.17% | -8.2% |
| Q1 2023 | $404,492 | -18.0% | 4,472 | -23.1% | 0.18% | -18.3% |
| Q4 2022 | $492,991 | +35.4% | 5,817 | +62.0% | 0.22% | +22.4% |
| Q1 2022 | $364,000 | +20.9% | 3,590 | +28.8% | 0.18% | +30.7% |
| Q4 2021 | $301,000 | +9.9% | 2,787 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $274,000 | -10.5% | 2,787 | -10.3% | 0.14% | -7.7% |
| Q2 2021 | $306,000 | – | 3,108 | – | 0.16% | – |
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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% |