ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,158,000 | -3.7% | 60,761 | +2.5% | 3.06% | -2.1% |
| Q4 2021 | $6,395,000 | +11.9% | 59,274 | +2.1% | 3.12% | -5.9% |
| Q3 2021 | $5,714,000 | -1.7% | 58,037 | -1.7% | 3.32% | -4.8% |
| Q2 2021 | $5,810,000 | +19.7% | 59,012 | +10.5% | 3.49% | +13.0% |
| Q1 2021 | $4,853,000 | +8.2% | 53,407 | +2.5% | 3.09% | +78.6% |
| Q4 2020 | $4,484,000 | +19.9% | 52,124 | +6.2% | 1.73% | +2.9% |
| Q3 2020 | $3,739,000 | +10.0% | 49,062 | +1.0% | 1.68% | -7.8% |
| Q2 2020 | $3,398,000 | +33.3% | 48,557 | +9.4% | 1.82% | +2.9% |
| Q1 2020 | $2,550,000 | – | 44,372 | – | 1.77% | – |
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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% |