ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 490 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $503,088 | +30.1% | 5,162 | +20.7% | 0.06% | +12.1% |
| Q1 2023 | $386,673 | -69.9% | 4,275 | -71.8% | 0.06% | -72.0% |
| Q4 2022 | $1,284,725 | -3.5% | 15,159 | -9.6% | 0.21% | +81.6% |
| Q3 2022 | $1,331,000 | -13.7% | 16,762 | -8.8% | 0.11% | -52.9% |
| Q2 2022 | $1,542,000 | -15.2% | 18,387 | +9.1% | 0.24% | +250.7% |
| Q4 2021 | $1,818,000 | +10.0% | 16,849 | +0.3% | 0.07% | -72.5% |
| Q3 2021 | $1,653,000 | +22.4% | 16,791 | +22.4% | 0.25% | +22.4% |
| Q2 2021 | $1,350,000 | +23.9% | 13,714 | +14.3% | 0.20% | +18.5% |
| Q1 2021 | $1,090,000 | +8.1% | 11,999 | +2.4% | 0.17% | +3.0% |
| Q4 2020 | $1,008,000 | +69.4% | 11,717 | +50.1% | 0.17% | +48.7% |
| Q3 2020 | $595,000 | +3.1% | 7,805 | -5.3% | 0.11% | -0.9% |
| Q2 2020 | $577,000 | +111.4% | 8,240 | +73.6% | 0.11% | +62.9% |
| Q1 2020 | $273,000 | – | 4,746 | – | 0.07% | – |
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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% |