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 | $13,335 | -28.7% | 142 | -26.0% | 0.00% | -33.3% |
| Q2 2023 | $18,712 | -15.6% | 192 | -21.6% | 0.00% | 0.0% |
| Q1 2023 | $22,160 | -61.1% | 245 | -63.5% | 0.00% | -66.7% |
| Q4 2022 | $56,905 | +7.4% | 671 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | +3.9% | 671 | +10.4% | 0.01% | +12.5% |
| Q2 2022 | $51,000 | -7.3% | 608 | +11.8% | 0.01% | +14.3% |
| Q1 2022 | $55,000 | +10.0% | 544 | +17.0% | 0.01% | +16.7% |
| Q4 2021 | $50,000 | +257.1% | 465 | +239.4% | 0.01% | +200.0% |
| Q3 2021 | $14,000 | +600.0% | 137 | +552.4% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 21 | +5.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 20 | +25.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 16 | +1500.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 1 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | -14.3% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | – | 105 | – | 0.00% | – |
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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% |