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 | $768,653 | -3.6% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $797,710 | +7.8% | 8,185 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $740,333 | +5.5% | 8,185 | -1.2% | 0.02% | 0.0% |
| Q4 2022 | $701,815 | -3.9% | 8,281 | -9.9% | 0.02% | +6.7% |
| Q3 2022 | $730,000 | -3.7% | 9,192 | +1.7% | 0.02% | 0.0% |
| Q2 2022 | $758,000 | -17.9% | 9,036 | -0.8% | 0.02% | -6.2% |
| Q1 2022 | $923,000 | -8.1% | 9,110 | -2.1% | 0.02% | -5.9% |
| Q4 2021 | $1,004,000 | +5.9% | 9,301 | -3.4% | 0.02% | 0.0% |
| Q3 2021 | $948,000 | +22.2% | 9,633 | +22.2% | 0.02% | +21.4% |
| Q2 2021 | $776,000 | +36.4% | 7,885 | +26.0% | 0.01% | +27.3% |
| Q1 2021 | $569,000 | +8.0% | 6,257 | +2.2% | 0.01% | 0.0% |
| Q4 2020 | $527,000 | +25.2% | 6,123 | +11.0% | 0.01% | +10.0% |
| Q3 2020 | $421,000 | – | 5,518 | – | 0.01% | – |
Download | ||||||
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% |