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 | $571,071 | -5.1% | 6,081 | -1.5% | 0.08% | +3.9% |
| Q2 2023 | $601,917 | +2.6% | 6,176 | -4.8% | 0.08% | -3.8% |
| Q1 2023 | $586,896 | -12.9% | 6,489 | -18.4% | 0.08% | -18.4% |
| Q4 2022 | $673,678 | -33.5% | 7,949 | -37.7% | 0.10% | -34.2% |
| Q3 2022 | $1,013,000 | -36.2% | 12,760 | -32.5% | 0.15% | -28.7% |
| Q2 2022 | $1,587,000 | -41.0% | 18,913 | -28.8% | 0.21% | -24.3% |
| Q1 2022 | $2,691,000 | +6.3% | 26,554 | +13.2% | 0.28% | +12.7% |
| Q4 2021 | $2,531,000 | +23.5% | 23,459 | +12.7% | 0.24% | +9.9% |
| Q3 2021 | $2,049,000 | +36.3% | 20,810 | +36.3% | 0.22% | +30.4% |
| Q2 2021 | $1,503,000 | +31.8% | 15,263 | +21.7% | 0.17% | +15.5% |
| Q1 2021 | $1,140,000 | -5.0% | 12,545 | -10.0% | 0.15% | -14.5% |
| Q4 2020 | $1,200,000 | +21.3% | 13,946 | +7.5% | 0.17% | -1.7% |
| Q3 2020 | $989,000 | +20.3% | 12,977 | +10.6% | 0.18% | +10.0% |
| Q2 2020 | $822,000 | +243.9% | 11,738 | +182.8% | 0.16% | +190.9% |
| Q1 2020 | $239,000 | – | 4,150 | – | 0.06% | – |
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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% |