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 | $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% | – |
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% |