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 2022 | $333,000 | -27.5% | 4,191 | -20.8% | 0.17% | -28.2% |
| Q2 2022 | $459,000 | -36.2% | 5,295 | -26.8% | 0.23% | -29.3% |
| Q1 2022 | $720,000 | -15.5% | 7,232 | -16.2% | 0.33% | -4.6% |
| Q4 2021 | $852,000 | -37.4% | 8,627 | -31.8% | 0.35% | -25.5% |
| Q3 2021 | $1,360,000 | +17.0% | 12,658 | +10.7% | 0.47% | +9.4% |
| Q2 2021 | $1,162,000 | +34.3% | 11,439 | +25.2% | 0.43% | +22.1% |
| Q1 2021 | $865,000 | -3.9% | 9,140 | -10.2% | 0.35% | -6.7% |
| Q4 2020 | $900,000 | +14.1% | 10,182 | -3.3% | 0.37% | -19.0% |
| Q2 2020 | $789,000 | +52.0% | 10,527 | +30.4% | 0.46% | +3.1% |
| Q1 2020 | $519,000 | – | 8,074 | – | 0.45% | – |
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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% |