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 | $3,867,626 | -29.9% | 41,184 | -27.2% | 0.33% | -29.4% |
| Q2 2023 | $5,516,019 | +6.6% | 56,597 | -1.1% | 0.46% | +1.1% |
| Q1 2023 | $5,173,917 | -53.6% | 57,202 | -56.5% | 0.46% | -57.6% |
| Q4 2022 | $11,142,955 | -1.5% | 131,480 | -7.7% | 1.08% | -9.6% |
| Q3 2022 | $11,308,000 | +9.1% | 142,398 | +15.3% | 1.19% | +10.6% |
| Q2 2022 | $10,362,000 | -21.2% | 123,500 | -4.8% | 1.08% | -10.6% |
| Q1 2022 | $13,153,000 | -3.1% | 129,777 | +3.2% | 1.21% | +0.4% |
| Q4 2021 | $13,569,000 | +23.5% | 125,757 | +12.7% | 1.20% | +12.8% |
| Q3 2021 | $10,987,000 | +19.0% | 111,593 | +19.0% | 1.07% | +15.1% |
| Q2 2021 | $9,233,000 | +21.9% | 93,770 | +6.5% | 0.93% | +8.1% |
| Q4 2020 | $7,576,000 | +107.6% | 88,058 | +68.9% | 0.86% | +28.1% |
| Q2 2020 | $3,649,000 | – | 52,138 | – | 0.67% | – |
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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% |