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 | $38,504 | -3.6% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,959 | +194.5% | 410 | +173.3% | 0.01% | +150.0% |
| Q1 2023 | $13,568 | +6.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,712 | +5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -83.1% | 150 | -81.8% | 0.00% | -81.8% |
| Q4 2021 | $89,000 | +493.3% | 824 | +449.3% | 0.01% | +450.0% |
| Q3 2021 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |