ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $113 | -22.1% | 1,073 | -30.1% | 0.00% | -33.3% |
| Q3 2023 | $145 | -12.1% | 1,536 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $165 | +2.5% | 1,690 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $161 | +5.2% | 1,778 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $153 | -98.8% | 1,803 | +1013.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 162 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -70.2% | 162 | -65.3% | 0.00% | -100.0% |
| Q1 2022 | $47,000 | +193.8% | 467 | +188.3% | 0.00% | – |
| Q3 2021 | $16,000 | – | 162 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |