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 | $12,822,286 | -1.1% | 136,538 | +2.6% | 0.88% | +1.0% |
| Q2 2023 | $12,965,886 | +9.8% | 133,038 | +1.9% | 0.87% | +2.4% |
| Q1 2023 | $11,804,543 | +13.1% | 130,509 | +5.9% | 0.85% | +5.5% |
| Q4 2022 | $10,440,686 | +43.5% | 123,194 | +34.4% | 0.80% | +27.8% |
| Q3 2022 | $7,278,000 | +7.3% | 91,647 | +13.4% | 0.63% | +10.5% |
| Q2 2022 | $6,781,000 | -13.9% | 80,820 | +0.3% | 0.57% | -1.7% |
| Q1 2022 | $7,876,000 | +5.3% | 80,548 | +16.2% | 0.58% | +12.9% |
| Q4 2021 | $7,477,000 | +32.2% | 69,298 | +20.7% | 0.51% | +20.1% |
| Q3 2021 | $5,654,000 | +0.3% | 57,421 | +0.3% | 0.43% | -2.7% |
| Q2 2021 | $5,639,000 | +36.1% | 57,271 | +25.6% | 0.44% | +20.9% |
| Q1 2021 | $4,143,000 | +16.4% | 45,588 | +10.2% | 0.36% | +4.3% |
| Q4 2020 | $3,559,000 | +66.2% | 41,368 | +47.3% | 0.35% | +25.2% |
| Q3 2020 | $2,141,000 | +20.0% | 28,089 | +10.2% | 0.28% | +9.4% |
| Q2 2020 | $1,784,000 | +55.5% | 25,486 | +27.7% | 0.25% | +27.0% |
| Q1 2020 | $1,147,000 | – | 19,950 | – | 0.20% | – |
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% |