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 | $1,010 | -51.9% | 10,760 | -56.6% | 0.01% | -66.7% |
| Q4 2022 | $2,099 | -99.4% | 24,772 | +467.1% | 0.03% | +650.0% |
| Q3 2022 | $346,000 | -92.8% | 4,368 | -92.4% | 0.00% | -92.5% |
| Q2 2022 | $4,828,000 | +875.4% | 57,547 | +1076.1% | 0.05% | +1225.0% |
| Q1 2022 | $495,000 | -58.3% | 4,893 | -55.6% | 0.00% | -42.9% |
| Q4 2021 | $1,187,000 | -51.1% | 11,009 | -55.4% | 0.01% | -53.3% |
| Q3 2021 | $2,428,000 | -49.5% | 24,661 | -49.5% | 0.02% | -65.9% |
| Q2 2021 | $4,812,000 | +198.9% | 48,872 | +161.0% | 0.04% | +37.5% |
| Q4 2020 | $1,610,000 | -2.7% | 18,723 | -13.8% | 0.03% | -33.3% |
| Q3 2020 | $1,654,000 | – | 21,710 | – | 0.05% | – |
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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% |