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 | $745,767 | +116.4% | 7,941 | +124.6% | 0.05% | +121.7% |
| Q2 2023 | $344,551 | -61.7% | 3,535 | -64.4% | 0.02% | -67.6% |
| Q1 2023 | $898,835 | +8.7% | 9,937 | +1.9% | 0.07% | -2.7% |
| Q4 2022 | $826,746 | +313.4% | 9,755 | +308.8% | 0.07% | +284.2% |
| Q2 2022 | $200,000 | -35.9% | 2,386 | -22.7% | 0.02% | -24.0% |
| Q1 2022 | $312,000 | -66.7% | 3,085 | -64.5% | 0.02% | -66.7% |
| Q4 2021 | $938,000 | +2187.8% | 8,700 | +21119.5% | 0.08% | +1400.0% |
| Q3 2021 | $41,000 | -91.0% | 41 | -99.1% | 0.01% | -89.4% |
| Q2 2021 | $456,000 | +64.0% | 4,635 | +51.0% | 0.05% | +42.4% |
| Q1 2021 | $278,000 | +26.4% | 3,069 | +20.0% | 0.03% | +10.0% |
| Q4 2020 | $220,000 | – | 2,558 | – | 0.03% | – |
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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% |