ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,336 | +2.4% | 11,472 | +6.3% | 0.01% | +8.3% |
| Q2 2023 | $1,051,593 | +2.4% | 10,790 | -5.0% | 0.01% | 0.0% |
| Q1 2023 | $1,026,879 | -28.7% | 11,353 | -33.2% | 0.01% | -33.3% |
| Q4 2022 | $1,439,818 | +2.7% | 16,989 | -3.8% | 0.02% | 0.0% |
| Q3 2022 | $1,402,000 | -12.7% | 17,662 | -7.7% | 0.02% | -5.3% |
| Q2 2022 | $1,606,000 | -8.0% | 19,142 | +11.1% | 0.02% | +11.8% |
| Q1 2022 | $1,746,000 | +25.7% | 17,233 | +33.9% | 0.02% | +41.7% |
| Q4 2021 | $1,389,000 | +7.3% | 12,874 | -2.1% | 0.01% | +9.1% |
| Q3 2021 | $1,294,000 | +30.2% | 13,150 | +30.1% | 0.01% | +37.5% |
| Q2 2021 | $994,000 | +3.6% | 10,104 | -4.3% | 0.01% | 0.0% |
| Q1 2021 | $959,000 | +133.9% | 10,554 | +121.1% | 0.01% | +100.0% |
| Q4 2020 | $410,000 | +10.5% | 4,774 | -2.1% | 0.00% | 0.0% |
| Q3 2020 | $371,000 | -5.8% | 4,878 | -13.4% | 0.00% | 0.0% |
| Q2 2020 | $394,000 | – | 5,635 | – | 0.00% | – |
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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% |