ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $202,593,905 | +5.5% | 1,697,904 | +1.6% | 0.68% | +1.5% |
| Q1 2024 | $192,099,080 | +18.9% | 1,671,008 | +8.5% | 0.67% | +8.4% |
| Q4 2023 | $161,528,956 | +17.7% | 1,539,544 | +5.4% | 0.62% | +4.9% |
| Q3 2023 | $137,221,856 | -0.0% | 1,461,206 | +3.8% | 0.59% | +1.5% |
| Q2 2023 | $137,234,887 | +21.3% | 1,408,115 | +12.5% | 0.58% | +13.2% |
| Q1 2023 | $113,164,980 | +20.4% | 1,251,133 | +12.8% | 0.51% | +12.7% |
| Q4 2022 | $93,996,818 | +11.2% | 1,109,107 | +4.2% | 0.46% | +1.3% |
| Q3 2022 | $84,561,000 | +14.7% | 1,064,866 | +21.2% | 0.45% | +21.6% |
| Q2 2022 | $73,709,000 | -3.9% | 878,529 | +16.0% | 0.37% | +10.1% |
| Q1 2022 | $76,734,000 | +61.6% | 757,114 | +72.0% | 0.34% | +67.2% |
| Q4 2021 | $47,497,000 | +106.5% | 440,186 | +88.4% | 0.20% | +87.9% |
| Q3 2021 | $23,003,000 | +687.0% | 233,630 | +687.1% | 0.11% | +664.3% |
| Q2 2021 | $2,923,000 | – | 29,682 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |