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 | $649,771 | -32.8% | 6,919 | -30.2% | 0.07% | -35.5% |
| Q2 2023 | $966,325 | +1.5% | 9,915 | -5.8% | 0.11% | -10.1% |
| Q1 2023 | $952,296 | -49.0% | 10,528 | -52.2% | 0.12% | -58.0% |
| Q4 2022 | $1,867,384 | -3.6% | 22,034 | -9.7% | 0.28% | -36.1% |
| Q3 2022 | $1,937,000 | +5.0% | 24,398 | +11.1% | 0.44% | -6.7% |
| Q2 2022 | $1,844,000 | -6.4% | 21,966 | +13.0% | 0.48% | -5.0% |
| Q1 2022 | $1,971,000 | -1.1% | 19,445 | +5.3% | 0.50% | -10.4% |
| Q4 2021 | $1,992,000 | – | 18,466 | – | 0.56% | – |
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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% |