ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 554 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $306,549 | -44.4% | 3,389 | -47.9% | 0.04% | -47.5% |
| Q4 2022 | $551,419 | -6.4% | 6,506 | -12.2% | 0.08% | -14.0% |
| Q3 2022 | $589,000 | -6.5% | 7,413 | -1.3% | 0.09% | -2.1% |
| Q2 2022 | $630,000 | -20.2% | 7,512 | -3.5% | 0.10% | -11.2% |
| Q1 2022 | $789,000 | +3.4% | 7,786 | +10.1% | 0.11% | +4.9% |
| Q4 2021 | $763,000 | +14.4% | 7,070 | +4.4% | 0.10% | +3.0% |
| Q3 2021 | $667,000 | -2.3% | 6,773 | -2.3% | 0.10% | -3.9% |
| Q2 2021 | $683,000 | -35.3% | 6,935 | -40.3% | 0.10% | -42.1% |
| Q1 2021 | $1,056,000 | +5.0% | 11,616 | -0.7% | 0.18% | -9.2% |
| Q4 2020 | $1,006,000 | +185.0% | 11,697 | +152.3% | 0.20% | +130.6% |
| Q3 2020 | $353,000 | – | 4,637 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |