ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,242,833 | +1.4% | 45,180 | +5.2% | 0.76% | +8.4% |
| Q2 2023 | $4,183,644 | +16.3% | 42,927 | +7.9% | 0.71% | +2.8% |
| Q1 2023 | $3,597,221 | +9.9% | 39,770 | +2.9% | 0.69% | -0.1% |
| Q4 2022 | $3,274,435 | -2.1% | 38,636 | -8.2% | 0.69% | -8.3% |
| Q3 2022 | $3,343,000 | -1.6% | 42,099 | +3.9% | 0.75% | +12.4% |
| Q2 2022 | $3,399,000 | -16.7% | 40,512 | +0.7% | 0.67% | +1.1% |
| Q1 2022 | $4,079,000 | -4.9% | 40,244 | +1.2% | 0.66% | -5.6% |
| Q4 2021 | $4,290,000 | +26.1% | 39,762 | +15.1% | 0.70% | +17.1% |
| Q3 2021 | $3,402,000 | +11.1% | 34,550 | +11.1% | 0.60% | +11.0% |
| Q2 2021 | $3,062,000 | +9.4% | 31,098 | +0.9% | 0.54% | +1.1% |
| Q1 2021 | $2,800,000 | +17.8% | 30,813 | +11.5% | 0.53% | +12.5% |
| Q4 2020 | $2,377,000 | +51.4% | 27,627 | +34.1% | 0.47% | +32.1% |
| Q3 2020 | $1,570,000 | +106.9% | 20,599 | +90.0% | 0.36% | +92.5% |
| Q2 2020 | $759,000 | +212.3% | 10,841 | +156.5% | 0.19% | +148.0% |
| Q1 2020 | $243,000 | +9.5% | 4,227 | +35.6% | 0.08% | +50.0% |
| Q4 2019 | $222,000 | – | 3,118 | – | 0.05% | – |
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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% |