ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,321,510 | +3.7% | 11,075 | -0.1% | 0.06% | -3.1% |
| Q1 2024 | $1,274,154 | +24.0% | 11,083 | +13.2% | 0.06% | +6.7% |
| Q4 2023 | $1,027,390 | +11.7% | 9,792 | +0.0% | 0.06% | -11.8% |
| Q3 2023 | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| Q2 2023 | $932,138 | -4.2% | 9,564 | -11.1% | 0.07% | -4.3% |
| Q1 2023 | $973,348 | +6.8% | 10,761 | +0.0% | 0.07% | -1.4% |
| Q4 2022 | $911,666 | -4.3% | 10,757 | -10.3% | 0.07% | -12.5% |
| Q3 2022 | $953,000 | +2.6% | 11,998 | +8.4% | 0.08% | +8.1% |
| Q2 2022 | $929,000 | -25.6% | 11,072 | -10.1% | 0.07% | -11.9% |
| Q1 2022 | $1,249,000 | -4.2% | 12,322 | +2.0% | 0.08% | -1.2% |
| Q4 2021 | $1,304,000 | +30.8% | 12,085 | +19.3% | 0.08% | +9.0% |
| Q2 2021 | $997,000 | +14.3% | 10,128 | +5.6% | 0.08% | -7.1% |
| Q1 2021 | $872,000 | +61.2% | 9,592 | +52.6% | 0.08% | +50.0% |
| Q4 2020 | $541,000 | -10.1% | 6,287 | -20.4% | 0.06% | +21.7% |
| Q3 2020 | $602,000 | – | 7,894 | – | 0.05% | – |
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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% |