ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 554 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $450,242 | -12.9% | 3,773 | -16.1% | 0.02% | 0.0% |
| Q1 2024 | $516,879 | +194215.4% | 4,496 | +76.7% | 0.02% | -9.1% |
| Q4 2023 | $266 | +31.7% | 2,545 | +18.1% | 0.02% | -4.3% |
| Q3 2023 | $202 | -52.7% | 2,155 | -50.9% | 0.02% | -50.0% |
| Q2 2023 | $427 | +11.8% | 4,385 | +3.8% | 0.05% | +2.2% |
| Q1 2023 | $382 | +1.3% | 4,225 | -5.3% | 0.04% | +12.5% |
| Q4 2022 | $377 | -99.7% | 4,462 | +220.5% | 0.04% | +233.3% |
| Q3 2022 | $110,000 | +746.2% | 1,392 | +759.3% | 0.01% | +500.0% |
| Q2 2022 | $13,000 | -7.1% | 162 | +18.2% | 0.00% | +100.0% |
| Q1 2022 | $14,000 | +27.3% | 137 | +28.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -15.4% | 107 | -17.1% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | – | 129 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |