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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,392 | -4.6% | 3,885 | -1.4% | 0.00% | – |
| Q2 2023 | $383,980 | +30.2% | 3,940 | +20.8% | 0.00% | -100.0% |
| Q1 2023 | $294,957 | +6.7% | 3,261 | -23.5% | 0.01% | +100.0% |
| Q4 2022 | $276,449 | -47.9% | 4,261 | -36.3% | 0.00% | -57.1% |
| Q3 2022 | $531,000 | +48.3% | 6,694 | -11.0% | 0.01% | +75.0% |
| Q2 2022 | $358,000 | -45.9% | 7,522 | +15.3% | 0.00% | -42.9% |
| Q1 2022 | $662,000 | -6.0% | 6,522 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $704,000 | – | 6,522 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |