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 | $1,395,103 | +4.9% | 14,793 | +8.4% | 0.10% | +8.9% |
| Q2 2023 | $1,329,634 | +8.1% | 13,643 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $1,229,719 | +6.9% | 13,596 | +0.2% | 0.09% | -13.6% |
| Q4 2022 | $1,150,465 | +20.3% | 13,575 | +12.8% | 0.10% | +24.1% |
| Q3 2022 | $956,000 | -6.0% | 12,035 | -0.7% | 0.08% | -1.2% |
| Q2 2022 | $1,017,000 | -4.8% | 12,119 | +15.0% | 0.08% | +2.4% |
| Q1 2022 | $1,068,000 | +0.8% | 10,534 | +1.6% | 0.08% | -1.2% |
| Q4 2021 | $1,059,000 | +99.4% | 10,372 | +92.4% | 0.08% | +88.6% |
| Q3 2021 | $531,000 | +5.1% | 5,390 | +5.0% | 0.04% | +2.3% |
| Q2 2021 | $505,000 | +5.6% | 5,132 | -4.3% | 0.04% | -4.4% |
| Q1 2021 | $478,000 | -1.4% | 5,364 | -4.9% | 0.04% | +4.7% |
| Q4 2020 | $485,000 | -35.2% | 5,643 | -42.6% | 0.04% | -37.7% |
| Q3 2020 | $749,000 | +14.2% | 9,824 | +4.9% | 0.07% | -14.8% |
| Q2 2020 | $656,000 | – | 9,367 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |