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 | $5,301,623 | -10.7% | 56,454 | -7.3% | 0.04% | +9.4% |
| Q2 2023 | $5,936,974 | -1.9% | 60,917 | -9.0% | 0.03% | -5.9% |
| Q1 2023 | $6,054,832 | +2.5% | 66,941 | -4.0% | 0.03% | +3.0% |
| Q4 2022 | $5,907,841 | +21.4% | 69,709 | +13.8% | 0.03% | +13.8% |
| Q3 2022 | $4,865,000 | +18.6% | 61,260 | +25.3% | 0.03% | +26.1% |
| Q2 2022 | $4,101,000 | +50.1% | 48,885 | +81.3% | 0.02% | +76.9% |
| Q1 2022 | $2,733,000 | +6.8% | 26,966 | +13.8% | 0.01% | +8.3% |
| Q4 2021 | $2,558,000 | +7.7% | 23,703 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $2,376,000 | +64.9% | 24,134 | +65.0% | 0.01% | +71.4% |
| Q2 2021 | $1,441,000 | -8.1% | 14,629 | -15.2% | 0.01% | -22.2% |
| Q1 2021 | $1,568,000 | -14.0% | 17,258 | -18.5% | 0.01% | -18.2% |
| Q4 2020 | $1,823,000 | +207.4% | 21,187 | +172.0% | 0.01% | +175.0% |
| Q3 2020 | $593,000 | +64.3% | 7,788 | +51.0% | 0.00% | +33.3% |
| Q2 2020 | $361,000 | -9.8% | 5,159 | -25.9% | 0.00% | 0.0% |
| Q1 2020 | $400,000 | -28.6% | 6,960 | -19.7% | 0.00% | -25.0% |
| Q2 2019 | $560,000 | +29.6% | 8,672 | +24.8% | 0.00% | +33.3% |
| Q1 2019 | $432,000 | +63.0% | 6,951 | +43.9% | 0.00% | +50.0% |
| Q4 2018 | $265,000 | – | 4,830 | – | 0.00% | – |
Download | ||||||
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% |