ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 490 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $468,240 | -16.3% | 3,924 | -19.3% | 0.12% | -18.2% |
| Q1 2024 | $559,330 | +2.4% | 4,865 | -6.6% | 0.14% | -2.7% |
| Q4 2023 | $546,271 | +12.8% | 5,207 | +0.9% | 0.15% | +0.7% |
| Q3 2023 | $484,492 | +6.0% | 5,159 | +10.0% | 0.15% | +7.4% |
| Q2 2023 | $457,195 | +7.9% | 4,691 | +0.1% | 0.14% | +3.0% |
| Q1 2023 | $423,646 | -7.1% | 4,684 | -12.9% | 0.13% | -11.4% |
| Q4 2022 | $455,978 | -98.8% | 5,380 | -98.9% | 0.15% | -98.8% |
| Q3 2022 | $37,395,000 | -9.9% | 470,907 | -4.8% | 12.85% | +3.4% |
| Q2 2022 | $41,490,000 | -22.0% | 494,518 | -5.8% | 12.44% | -6.6% |
| Q1 2022 | $53,184,000 | +6.0% | 524,755 | +12.9% | 13.32% | +9.2% |
| Q4 2021 | $50,159,000 | +11.1% | 464,866 | +1.4% | 12.19% | +5.9% |
| Q3 2021 | $45,151,000 | +6.1% | 458,570 | +6.1% | 11.52% | +1.0% |
| Q2 2021 | $42,555,000 | +11.2% | 432,163 | +2.6% | 11.40% | +2.3% |
| Q1 2021 | $38,264,000 | +46.1% | 421,093 | +38.3% | 11.15% | +19.0% |
| Q4 2020 | $26,196,000 | +48.3% | 304,507 | +31.4% | 9.37% | +25.2% |
| Q3 2020 | $17,665,000 | +21.5% | 231,796 | +11.6% | 7.49% | +6.6% |
| Q2 2020 | $14,536,000 | +59.1% | 207,690 | +30.7% | 7.02% | +13.9% |
| Q1 2020 | $9,134,000 | – | 158,875 | – | 6.16% | – |
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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% |