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 | $5,812,653 | -5.8% | 61,896 | -2.2% | 0.28% | -14.1% |
| Q2 2023 | $6,170,679 | +29.3% | 63,315 | +20.0% | 0.32% | +14.7% |
| Q1 2023 | $4,773,734 | +10.6% | 52,778 | +3.7% | 0.28% | -5.4% |
| Q4 2022 | $4,314,903 | +8.1% | 50,913 | +1.3% | 0.30% | -3.0% |
| Q3 2022 | $3,991,000 | +13.3% | 50,253 | +19.7% | 0.30% | +12.6% |
| Q2 2022 | $3,521,000 | -5.6% | 41,970 | +14.1% | 0.27% | +3.8% |
| Q1 2022 | $3,728,000 | +36.3% | 36,780 | +45.1% | 0.26% | +33.3% |
| Q4 2021 | $2,736,000 | -22.0% | 25,352 | -28.8% | 0.20% | -26.1% |
| Q3 2021 | $3,506,000 | +32.5% | 35,608 | +32.5% | 0.26% | +25.7% |
| Q2 2021 | $2,647,000 | +67.3% | 26,883 | +54.4% | 0.21% | +42.9% |
| Q1 2021 | $1,582,000 | +6.6% | 17,410 | +0.9% | 0.15% | +5.8% |
| Q4 2020 | $1,484,000 | +29.2% | 17,247 | +14.4% | 0.14% | +6.9% |
| Q3 2020 | $1,149,000 | +130.7% | 15,079 | +111.7% | 0.13% | +94.0% |
| Q2 2020 | $498,000 | +21.5% | 7,122 | -0.1% | 0.07% | -10.7% |
| Q1 2020 | $410,000 | – | 7,128 | – | 0.08% | – |
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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% |