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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $239,650 | -19.6% | 2,669 | -28.8% | 0.06% | -31.7% |
| Q3 2022 | $298,000 | -7.7% | 3,748 | -1.5% | 0.08% | 0.0% |
| Q2 2022 | $323,000 | -20.2% | 3,805 | -6.6% | 0.08% | -6.8% |
| Q1 2022 | $405,000 | +9.8% | 4,072 | +9.1% | 0.09% | +6.0% |
| Q4 2021 | $369,000 | +9.2% | 3,732 | +13.1% | 0.08% | +12.2% |
| Q3 2021 | $338,000 | +5.6% | 3,300 | +4.8% | 0.07% | +1.4% |
| Q2 2021 | $320,000 | +13.5% | 3,150 | +6.0% | 0.07% | +4.3% |
| Q1 2021 | $282,000 | -1.4% | 2,972 | -9.3% | 0.07% | -15.7% |
| Q4 2020 | $286,000 | -0.3% | 3,276 | -10.6% | 0.08% | -23.1% |
| Q3 2020 | $287,000 | – | 3,665 | – | 0.11% | – |
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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% |