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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |