ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,747,237 | -19.0% | 103,793 | -14.3% | 2.70% | -14.5% |
| Q2 2023 | $12,026,813 | -13.3% | 121,067 | -21.1% | 3.16% | -22.2% |
| Q1 2023 | $13,874,578 | -24.1% | 153,395 | -28.9% | 4.06% | -30.9% |
| Q4 2022 | $18,286,633 | -1.6% | 215,771 | -6.4% | 5.88% | -7.1% |
| Q3 2022 | $18,591,000 | -8.6% | 230,541 | -4.9% | 6.32% | -2.6% |
| Q2 2022 | $20,345,000 | -15.8% | 242,490 | +1.7% | 6.49% | -1.5% |
| Q1 2022 | $24,175,000 | +12.4% | 238,528 | +19.7% | 6.59% | +11.9% |
| Q4 2021 | $21,506,000 | +17.2% | 199,318 | +7.0% | 5.89% | +7.2% |
| Q3 2021 | $18,344,000 | +3.7% | 186,308 | +3.7% | 5.49% | +13.6% |
| Q2 2021 | $17,696,000 | -27.1% | 179,710 | -32.8% | 4.83% | -4.8% |
| Q1 2021 | $24,288,000 | +9.0% | 267,282 | +3.2% | 5.08% | +2.0% |
| Q4 2020 | $22,290,000 | +38.7% | 259,090 | +22.9% | 4.98% | +20.9% |
| Q3 2020 | $16,070,000 | +11.0% | 210,870 | +1.9% | 4.12% | +19.5% |
| Q2 2020 | $14,481,000 | +331.1% | 206,898 | +254.1% | 3.45% | +248.4% |
| Q1 2020 | $3,359,000 | – | 58,424 | – | 0.99% | – |
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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% |