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 | $1,421,853 | -61.4% | 15,140 | -59.9% | 0.12% | -63.2% |
| Q2 2023 | $3,682,241 | -2.5% | 37,782 | -9.5% | 0.33% | -7.6% |
| Q1 2023 | $3,776,557 | +107402.3% | 41,752 | +0.7% | 0.35% | +0.9% |
| Q4 2022 | $3,513 | -99.9% | 41,460 | -3.0% | 0.35% | +13.3% |
| Q3 2022 | $3,393,000 | +8.3% | 42,734 | +14.4% | 0.31% | -7.2% |
| Q2 2022 | $3,134,000 | -6.0% | 37,357 | +13.5% | 0.33% | -1.2% |
| Q1 2022 | $3,335,000 | 0.0% | 32,906 | +6.4% | 0.34% | +3.7% |
| Q4 2021 | $3,335,000 | +40.6% | 30,915 | +28.3% | 0.32% | +27.0% |
| Q3 2021 | $2,372,000 | +0.1% | 24,091 | +0.1% | 0.26% | -2.7% |
| Q2 2021 | $2,369,000 | +9.1% | 24,065 | +0.6% | 0.26% | -3.0% |
| Q1 2021 | $2,172,000 | +43.1% | 23,911 | +35.5% | 0.27% | +29.0% |
| Q4 2020 | $1,518,000 | +55.7% | 17,648 | +37.8% | 0.21% | +32.9% |
| Q3 2020 | $975,000 | +27.1% | 12,804 | +16.8% | 0.16% | +14.5% |
| Q2 2020 | $767,000 | – | 10,959 | – | 0.14% | – |
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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% |