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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,812,588 | -22.9% | 29,823 | -20.3% | 0.19% | -26.4% |
Q2 2023 | $3,648,244 | +6.5% | 37,433 | -1.1% | 0.26% | -2.3% |
Q1 2023 | $3,424,873 | -14.6% | 37,865 | -20.0% | 0.26% | -32.3% |
Q4 2022 | $4,010,013 | -6.7% | 47,315 | -12.6% | 0.39% | -13.1% |
Q3 2022 | $4,299,000 | +69.9% | 54,146 | +79.5% | 0.45% | +87.9% |
Q2 2022 | $2,530,000 | -66.8% | 30,165 | -59.9% | 0.24% | -62.7% |
Q1 2022 | $7,620,000 | -0.9% | 75,186 | +5.5% | 0.64% | -1.1% |
Q4 2021 | $7,692,000 | +23.4% | 71,290 | +12.6% | 0.65% | -8.1% |
Q3 2021 | $6,233,000 | +17.1% | 63,307 | +17.1% | 0.70% | +10.2% |
Q2 2021 | $5,324,000 | +42.5% | 54,076 | +31.5% | 0.64% | +6.9% |
Q1 2021 | $3,737,000 | +40.9% | 41,133 | +33.4% | 0.60% | +7.9% |
Q4 2020 | $2,652,000 | +119.4% | 30,836 | +94.3% | 0.55% | +86.5% |
Q3 2020 | $1,209,000 | +59.3% | 15,872 | +46.3% | 0.30% | +35.6% |
Q2 2020 | $759,000 | – | 10,851 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |