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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,145,635 | +108.8% | 10,919 | +86.9% | 0.04% | +81.8% |
| Q3 2023 | $548,622 | +11.8% | 5,842 | +16.1% | 0.02% | +4.8% |
| Q2 2023 | $490,614 | -3.6% | 5,034 | -10.5% | 0.02% | -12.5% |
| Q1 2023 | $508,962 | -11.1% | 5,627 | -16.7% | 0.02% | -20.0% |
| Q4 2022 | $572,449 | +25.8% | 6,755 | +18.0% | 0.03% | +15.4% |
| Q3 2022 | $455,000 | -9.2% | 5,727 | -4.2% | 0.03% | -16.1% |
| Q2 2022 | $501,000 | +54.6% | 5,977 | +99.3% | 0.03% | +93.8% |
| Q4 2021 | $324,000 | – | 2,999 | – | 0.02% | – |
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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% |