ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,229,967 | -38.7% | 23,746 | -36.4% | 0.46% | -32.8% |
| Q2 2023 | $3,639,429 | -27.9% | 37,343 | -33.1% | 0.69% | -32.9% |
| Q1 2023 | $5,047,279 | -18.1% | 55,802 | -23.2% | 1.02% | +23.6% |
| Q4 2022 | $6,160,886 | -2.6% | 72,695 | -8.8% | 0.83% | -46.3% |
| Q3 2022 | $6,328,000 | -15.8% | 79,694 | -11.0% | 1.54% | +1.0% |
| Q2 2022 | $7,515,000 | -20.5% | 89,566 | -3.9% | 1.53% | -9.3% |
| Q1 2022 | $9,447,000 | +0.6% | 93,216 | +7.1% | 1.68% | +7.8% |
| Q4 2021 | $9,390,000 | +19.7% | 87,022 | +9.2% | 1.56% | +12.2% |
| Q3 2021 | $7,845,000 | +1.5% | 79,682 | +1.5% | 1.39% | -1.6% |
| Q2 2021 | $7,730,000 | +8.8% | 78,506 | +0.4% | 1.41% | -13.3% |
| Q1 2021 | $7,106,000 | +3.5% | 78,197 | -2.0% | 1.63% | -5.4% |
| Q4 2020 | $6,863,000 | +20.2% | 79,771 | +6.5% | 1.72% | -7.4% |
| Q3 2020 | $5,711,000 | +14.0% | 74,937 | +4.7% | 1.86% | -3.1% |
| Q2 2020 | $5,011,000 | +155.0% | 71,603 | +109.5% | 1.92% | +113.5% |
| Q1 2020 | $1,965,000 | +102.6% | 34,180 | +151.3% | 0.90% | +146.7% |
| Q4 2019 | $970,000 | +86.2% | 13,603 | +70.6% | 0.36% | +55.6% |
| Q3 2019 | $521,000 | +208.3% | 7,974 | +206.6% | 0.23% | +220.5% |
| Q2 2019 | $169,000 | +8350.0% | 2,601 | +7125.0% | 0.07% | +7200.0% |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |