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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,606,527 | +11.5% | 24,843 | -0.2% | 0.09% | 0.0% |
| Q3 2023 | $2,338,640 | -4.6% | 24,903 | -1.0% | 0.09% | -1.1% |
| Q2 2023 | $2,450,924 | +7.5% | 25,148 | -0.3% | 0.09% | 0.0% |
| Q1 2023 | $2,280,968 | +100074.3% | 25,218 | -6.1% | 0.09% | -6.3% |
| Q4 2022 | $2,277 | -99.9% | 26,869 | -12.8% | 0.10% | -14.4% |
| Q3 2022 | $2,447,000 | -5.4% | 30,819 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $2,586,000 | -25.3% | 30,819 | -9.8% | 0.11% | -10.7% |
| Q1 2022 | $3,463,000 | -10.5% | 34,166 | -4.7% | 0.12% | -4.7% |
| Q4 2021 | $3,870,000 | +11.2% | 35,863 | +1.4% | 0.13% | +1.6% |
| Q3 2021 | $3,481,000 | +3.9% | 35,358 | +3.9% | 0.12% | +3.3% |
| Q2 2021 | $3,350,000 | +532.1% | 34,016 | +483.5% | 0.12% | +505.0% |
| Q1 2021 | $530,000 | +33.8% | 5,830 | +26.7% | 0.02% | +25.0% |
| Q4 2020 | $396,000 | – | 4,600 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |