ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,337,548 | +2.1% | 23,985 | -5.3% | 0.17% | +1.2% |
| Q1 2023 | $2,289,608 | -44.5% | 25,314 | -48.0% | 0.16% | -46.4% |
| Q4 2022 | $4,127,535 | +461.6% | 48,703 | +426.3% | 0.31% | +404.9% |
| Q3 2022 | $735,000 | -83.4% | 9,254 | -82.5% | 0.06% | -83.1% |
| Q2 2022 | $4,441,000 | -22.8% | 52,935 | -6.8% | 0.36% | -4.7% |
| Q1 2022 | $5,754,000 | +1.5% | 56,768 | +8.0% | 0.38% | +6.2% |
| Q4 2021 | $5,669,000 | +22.3% | 52,546 | +11.6% | 0.36% | +14.1% |
| Q3 2021 | $4,636,000 | -22.5% | 47,077 | -22.6% | 0.31% | -21.8% |
| Q2 2021 | $5,985,000 | +100.2% | 60,786 | +84.8% | 0.40% | +88.7% |
| Q1 2021 | $2,989,000 | +768.9% | 32,894 | +723.2% | 0.21% | +783.3% |
| Q4 2020 | $344,000 | -73.5% | 3,996 | -76.6% | 0.02% | -78.4% |
| Q3 2020 | $1,300,000 | -19.4% | 17,054 | -26.0% | 0.11% | -27.5% |
| Q2 2020 | $1,613,000 | +3.8% | 23,051 | -14.7% | 0.15% | -31.1% |
| Q1 2020 | $1,554,000 | +443.4% | 27,022 | +573.7% | 0.22% | +640.0% |
| Q4 2019 | $286,000 | -19.7% | 4,011 | -26.4% | 0.03% | -26.8% |
| Q3 2019 | $356,000 | – | 5,451 | – | 0.04% | – |
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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% |