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 | $902,733 | -36.4% | 9,613 | -34.0% | 0.19% | -32.2% |
| Q2 2023 | $1,418,526 | +5.9% | 14,555 | -1.7% | 0.28% | +1.8% |
| Q1 2023 | $1,339,435 | +14.7% | 14,809 | +7.4% | 0.27% | +5.9% |
| Q4 2022 | $1,168,109 | +13.7% | 13,783 | +12.6% | 0.26% | +4.9% |
| Q3 2022 | $1,027,000 | -2.3% | 12,243 | -2.3% | 0.24% | +3.4% |
| Q2 2022 | $1,051,000 | -15.4% | 12,527 | +2.2% | 0.24% | -6.3% |
| Q1 2022 | $1,242,000 | -12.2% | 12,253 | -6.5% | 0.25% | +3.7% |
| Q4 2021 | $1,414,000 | +7.4% | 13,103 | -2.0% | 0.24% | +0.8% |
| Q3 2021 | $1,316,000 | +11.5% | 13,369 | +11.6% | 0.24% | +14.2% |
| Q2 2021 | $1,180,000 | +8.4% | 11,979 | 0.0% | 0.21% | -1.4% |
| Q1 2021 | $1,089,000 | +24.2% | 11,979 | +17.5% | 0.21% | +16.9% |
| Q4 2020 | $877,000 | +18.7% | 10,195 | +5.2% | 0.18% | +1.7% |
| Q3 2020 | $739,000 | +5.6% | 9,695 | -3.0% | 0.18% | -0.6% |
| Q2 2020 | $700,000 | +23.0% | 9,995 | +1.0% | 0.18% | -1.6% |
| Q1 2020 | $569,000 | +66.4% | 9,895 | +106.4% | 0.18% | +97.8% |
| Q4 2019 | $342,000 | +228.8% | 4,795 | +200.6% | 0.09% | +190.6% |
| Q3 2019 | $104,000 | +1.0% | 1,595 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $103,000 | +4.0% | 1,595 | 0.0% | 0.03% | -11.1% |
| Q1 2019 | $99,000 | +12.5% | 1,595 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $88,000 | – | 1,595 | – | 0.04% | – |
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% |