ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,818,543 | -10.4% | 19,283 | -7.4% | 0.61% | +4.1% |
| Q2 2023 | $2,030,460 | +1.7% | 20,834 | -5.7% | 0.59% | -5.6% |
| Q1 2023 | $1,997,343 | -12.2% | 22,082 | -17.7% | 0.62% | -18.3% |
| Q4 2022 | $2,274,111 | -4.5% | 26,833 | -5.5% | 0.76% | -21.9% |
| Q2 2022 | $2,381,000 | -13.2% | 28,380 | +4.9% | 0.98% | -4.5% |
| Q1 2022 | $2,743,000 | +19.6% | 27,067 | +27.4% | 1.02% | +20.1% |
| Q4 2021 | $2,293,000 | +26.1% | 21,253 | +15.1% | 0.85% | +13.4% |
| Q3 2021 | $1,819,000 | +26.7% | 18,471 | +26.6% | 0.75% | +29.0% |
| Q2 2021 | $1,436,000 | +16.6% | 14,587 | +7.6% | 0.58% | +8.6% |
| Q1 2021 | $1,232,000 | +17.1% | 13,562 | +11.0% | 0.54% | +14.3% |
| Q4 2020 | $1,052,000 | +132.2% | 12,223 | +105.8% | 0.47% | +105.7% |
| Q3 2020 | $453,000 | +36.0% | 5,940 | +24.7% | 0.23% | +18.8% |
| Q2 2020 | $333,000 | – | 4,764 | – | 0.19% | – |
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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% |