ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,972,745 | +4.1% | 58,675 | -2.4% | 0.10% | 0.0% |
| Q3 2022 | $4,776,000 | +28.6% | 60,140 | +35.9% | 0.10% | +41.4% |
| Q2 2022 | $3,714,000 | -40.5% | 44,263 | -28.1% | 0.07% | -27.1% |
| Q1 2022 | $6,242,000 | +0.6% | 61,591 | +7.1% | 0.10% | +6.7% |
| Q4 2021 | $6,206,000 | +232.2% | 57,519 | +203.3% | 0.09% | +200.0% |
| Q3 2021 | $1,868,000 | 0.0% | 18,967 | 0.0% | 0.03% | +20.0% |
| Q2 2021 | $1,868,000 | +46.7% | 18,967 | +35.4% | 0.02% | +31.6% |
| Q1 2021 | $1,273,000 | +346.7% | 14,011 | +322.3% | 0.02% | +375.0% |
| Q4 2020 | $285,000 | -61.7% | 3,318 | -66.1% | 0.00% | -69.2% |
| Q3 2020 | $745,000 | +1028.8% | 9,774 | +954.4% | 0.01% | +550.0% |
| Q4 2019 | $66,000 | +8.2% | 927 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $61,000 | +56.4% | 927 | +54.2% | 0.00% | +100.0% |
| Q2 2019 | $39,000 | +143.8% | 601 | +138.5% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | -11.1% | 252 | -24.1% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | +1700.0% | 332 | +1409.1% | 0.00% | – |
| Q3 2018 | $1,000 | – | 22 | +340.0% | 0.00% | – |
| Q2 2018 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 5 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |