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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $870,219 | -19.3% | 9,621 | -24.4% | 0.55% | -22.4% |
| Q4 2022 | $1,079,000 | -0.2% | 12,729 | -6.5% | 0.70% | -10.2% |
| Q3 2022 | $1,081,000 | -9.6% | 13,619 | -4.5% | 0.78% | -2.6% |
| Q2 2022 | $1,196,000 | -19.0% | 14,259 | -2.2% | 0.80% | -4.3% |
| Q1 2022 | $1,477,000 | -34.0% | 14,573 | -29.7% | 0.84% | -30.8% |
| Q4 2021 | $2,238,000 | +10.8% | 20,737 | +1.2% | 1.22% | +0.8% |
| Q3 2021 | $2,019,000 | -3.0% | 20,501 | -3.0% | 1.21% | -4.4% |
| Q2 2021 | $2,082,000 | +6.4% | 21,140 | -1.9% | 1.26% | -2.2% |
| Q1 2021 | $1,957,000 | -4.8% | 21,540 | -9.9% | 1.29% | -12.5% |
| Q4 2020 | $2,056,000 | +55.4% | 23,900 | +37.7% | 1.48% | +39.7% |
| Q3 2020 | $1,323,000 | -1.3% | 17,354 | -9.4% | 1.06% | -10.5% |
| Q2 2020 | $1,341,000 | +144.3% | 19,164 | +100.5% | 1.18% | +112.6% |
| Q1 2020 | $549,000 | – | 9,558 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |