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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,890,787 | -58.1% | 20,078 | -56.6% | 0.01% | -50.0% |
| Q2 2023 | $4,512,233 | +27.8% | 46,298 | +18.7% | 0.02% | +125.0% |
| Q1 2023 | $3,529,349 | +2.1% | 39,020 | -4.3% | 0.01% | -63.6% |
| Q4 2022 | $3,456,449 | +60.6% | 40,780 | +50.5% | 0.02% | -15.4% |
| Q3 2022 | $2,152,000 | +24.6% | 27,102 | +31.6% | 0.03% | +36.8% |
| Q2 2022 | $1,727,000 | -76.6% | 20,588 | -71.7% | 0.02% | -83.5% |
| Q1 2022 | $7,376,000 | +220.1% | 72,778 | +240.8% | 0.12% | +228.6% |
| Q4 2021 | $2,304,000 | +49.3% | 21,357 | +36.3% | 0.04% | +2.9% |
| Q3 2021 | $1,543,000 | -12.7% | 15,670 | -12.7% | 0.03% | -12.8% |
| Q2 2021 | $1,768,000 | +87.1% | 17,952 | +72.6% | 0.04% | +77.3% |
| Q1 2021 | $945,000 | +13.3% | 10,401 | +7.3% | 0.02% | -18.5% |
| Q4 2020 | $834,000 | – | 9,692 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |