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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $786,121 | -20.9% | 8,066 | -26.6% | 0.05% | -25.0% |
| Q1 2023 | $994,113 | -11.6% | 10,991 | -17.2% | 0.06% | -19.0% |
| Q4 2022 | $1,125,107 | +64118.4% | 13,276 | -39.8% | 0.08% | -42.3% |
| Q3 2022 | $1,752 | +102.8% | 22,061 | +114.2% | 0.14% | +101.5% |
| Q2 2022 | $864 | +0.5% | 10,300 | +21.3% | 0.07% | +17.2% |
| Q1 2022 | $860 | +78.8% | 8,488 | +90.6% | 0.06% | +56.8% |
| Q4 2021 | $481 | -28.8% | 4,453 | -35.1% | 0.04% | -43.9% |
| Q3 2021 | $676 | +0.4% | 6,861 | +0.5% | 0.07% | -17.5% |
| Q2 2021 | $673 | +18.1% | 6,830 | +8.9% | 0.08% | -10.1% |
| Q1 2021 | $570 | +42.5% | 6,270 | +34.9% | 0.09% | +11.2% |
| Q4 2020 | $400 | – | 4,647 | – | 0.08% | – |
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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% |