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 | $1,365,034 | -5.2% | 14,535 | -1.6% | 0.04% | -2.2% |
| Q2 2023 | $1,439,854 | +8.2% | 14,773 | +0.4% | 0.05% | +2.2% |
| Q1 2023 | $1,330,619 | +1.8% | 14,711 | -4.6% | 0.04% | -21.1% |
| Q4 2022 | $1,307,270 | +20.4% | 15,425 | +12.8% | 0.06% | +14.0% |
| Q3 2022 | $1,086,000 | +9.9% | 13,677 | +16.2% | 0.05% | +11.1% |
| Q2 2022 | $988,000 | +7.4% | 11,772 | +31.7% | 0.04% | +21.6% |
| Q1 2022 | $920,000 | -6.4% | 8,938 | -1.8% | 0.04% | +2.8% |
| Q4 2021 | $983,000 | +35.8% | 9,106 | +23.8% | 0.04% | +24.1% |
| Q3 2021 | $724,000 | -7.4% | 7,358 | -7.3% | 0.03% | -12.1% |
| Q2 2021 | $782,000 | +10.0% | 7,937 | +1.4% | 0.03% | -2.9% |
| Q1 2021 | $711,000 | +0.4% | 7,827 | -4.9% | 0.03% | -10.5% |
| Q4 2020 | $708,000 | +6.6% | 8,234 | -5.4% | 0.04% | -7.3% |
| Q3 2020 | $664,000 | +1.4% | 8,707 | -7.0% | 0.04% | -4.7% |
| Q2 2020 | $655,000 | +14.7% | 9,366 | -5.7% | 0.04% | -6.5% |
| Q1 2020 | $571,000 | -41.0% | 9,933 | -26.8% | 0.05% | -37.0% |
| Q4 2019 | $967,000 | +24075.0% | 13,566 | +22139.3% | 0.07% | – |
| Q3 2019 | $4,000 | – | 61 | – | 0.00% | – |
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% |