ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,197,249 | +3.5% | 76,317 | +7.0% | 0.31% | +4.4% |
| Q2 2023 | $6,950,995 | +15.1% | 71,322 | +6.8% | 0.30% | +8.0% |
| Q1 2023 | $6,039,675 | +4.9% | 66,774 | -1.7% | 0.27% | -0.7% |
| Q4 2022 | $5,758,380 | +7.7% | 67,946 | +0.9% | 0.28% | -14.8% |
| Q3 2022 | $5,348,000 | -1.3% | 67,362 | +4.2% | 0.32% | -20.6% |
| Q2 2022 | $5,421,000 | -23.9% | 64,627 | -8.0% | 0.41% | +12.7% |
| Q1 2022 | $7,124,000 | +11.2% | 70,267 | +18.4% | 0.36% | +16.0% |
| Q4 2021 | $6,407,000 | +8.1% | 59,359 | -1.4% | 0.31% | -1.3% |
| Q3 2021 | $5,928,000 | +8.1% | 60,214 | +8.2% | 0.32% | +43.6% |
| Q2 2021 | $5,482,000 | +16.5% | 55,660 | +7.5% | 0.22% | +6.8% |
| Q1 2021 | $4,704,000 | +1.4% | 51,796 | -3.9% | 0.21% | -8.0% |
| Q4 2020 | $4,637,000 | +8.3% | 53,891 | -4.1% | 0.22% | +8.2% |
| Q3 2020 | $4,283,000 | -67.7% | 56,215 | -70.3% | 0.21% | -70.6% |
| Q2 2020 | $13,253,000 | +406.8% | 189,343 | +316.2% | 0.70% | +316.6% |
| Q1 2020 | $2,615,000 | +142.6% | 45,489 | +201.0% | 0.17% | +225.0% |
| Q4 2019 | $1,078,000 | +61.4% | 15,115 | +24.4% | 0.05% | +52.9% |
| Q4 2018 | $668,000 | – | 12,150 | – | 0.03% | – |
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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% |