ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,541,457 | -1.6% | 16,414 | +2.1% | 0.03% | 0.0% |
| Q2 2023 | $1,567,078 | +16.7% | 16,079 | +8.3% | 0.03% | -10.0% |
| Q1 2023 | $1,342,569 | +27.8% | 14,843 | +19.7% | 0.03% | +15.4% |
| Q4 2022 | $1,050,890 | +6.7% | 12,400 | +0.0% | 0.03% | -16.1% |
| Q3 2022 | $985,000 | +8.0% | 12,396 | +14.1% | 0.03% | +19.2% |
| Q2 2022 | $912,000 | -10.6% | 10,866 | +8.0% | 0.03% | +4.0% |
| Q1 2022 | $1,020,000 | +0.4% | 10,063 | +6.8% | 0.02% | -10.7% |
| Q4 2021 | $1,016,000 | +122.8% | 9,420 | +103.5% | 0.03% | +64.7% |
| Q2 2021 | $456,000 | +16.6% | 4,628 | +7.6% | 0.02% | +6.2% |
| Q1 2021 | $391,000 | +60.2% | 4,300 | +51.5% | 0.02% | +45.5% |
| Q4 2020 | $244,000 | – | 2,838 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |