ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,156,860,719 | -43.3% | 12,318,824 | -41.2% | 0.53% | -41.5% |
| Q2 2023 | $2,040,279,186 | -1.0% | 20,934,529 | -8.1% | 0.90% | -8.7% |
| Q1 2023 | $2,060,692,088 | -54.2% | 22,782,665 | -57.1% | 0.99% | -57.5% |
| Q4 2022 | $4,503,294,285 | -4.6% | 53,136,216 | -10.6% | 2.33% | -13.5% |
| Q3 2022 | $4,721,463,000 | -3.2% | 59,456,787 | +2.3% | 2.70% | -1.1% |
| Q2 2022 | $4,875,854,000 | -20.7% | 58,115,063 | -4.2% | 2.73% | -11.8% |
| Q1 2022 | $6,146,375,000 | +2.0% | 60,645,041 | +8.5% | 3.09% | +3.7% |
| Q4 2021 | $6,028,445,000 | +16.7% | 55,870,599 | +6.5% | 2.98% | +5.1% |
| Q3 2021 | $5,163,947,000 | +23.7% | 52,447,150 | +23.7% | 2.84% | +19.6% |
| Q2 2021 | $4,175,093,000 | +16.9% | 42,399,945 | +7.8% | 2.37% | +2.2% |
| Q1 2021 | $3,572,687,000 | +2.5% | 39,316,463 | -3.0% | 2.32% | -11.8% |
| Q4 2020 | $3,485,410,000 | +67.1% | 40,513,893 | +48.0% | 2.63% | +42.4% |
| Q3 2020 | $2,086,291,000 | +21.2% | 27,375,580 | +11.3% | 1.85% | +9.7% |
| Q2 2020 | $1,721,742,000 | +126.1% | 24,599,834 | +85.7% | 1.68% | +86.7% |
| Q1 2020 | $761,389,000 | +2012.5% | 13,243,641 | +2520.7% | 0.90% | +2273.7% |
| Q4 2019 | $36,042,000 | +66.9% | 505,354 | +53.0% | 0.04% | +58.3% |
| Q3 2019 | $21,597,000 | +81.6% | 330,376 | +79.3% | 0.02% | +60.0% |
| Q2 2019 | $11,892,000 | +119.1% | 184,288 | +111.0% | 0.02% | +114.3% |
| Q1 2019 | $5,428,000 | +234.9% | 87,352 | +195.9% | 0.01% | +133.3% |
| Q4 2018 | $1,621,000 | +36.3% | 29,518 | +58.9% | 0.00% | +50.0% |
| Q3 2018 | $1,189,000 | – | 18,581 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |