ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,532 | +18.1% | 3,328 | +22.6% | 0.01% | +14.3% |
| Q2 2023 | $264,604 | +21.5% | 2,715 | +12.7% | 0.01% | +16.7% |
| Q1 2023 | $217,804 | -2.5% | 2,408 | -8.6% | 0.01% | -14.3% |
| Q4 2022 | $223,401 | +29.9% | 2,636 | +21.6% | 0.01% | +16.7% |
| Q3 2022 | $172,000 | +32.3% | 2,168 | +40.0% | 0.01% | +50.0% |
| Q2 2022 | $130,000 | -17.2% | 1,549 | +0.1% | 0.00% | -20.0% |
| Q1 2022 | $157,000 | -6.0% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $167,000 | +9.9% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $152,000 | +4.8% | 1,547 | +5.2% | 0.01% | -16.7% |
| Q2 2021 | $145,000 | +38.1% | 1,471 | +27.8% | 0.01% | +20.0% |
| Q1 2021 | $105,000 | – | 1,151 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |