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 | $4,484,225 | -9.7% | 47,581 | -6.6% | 0.79% | -8.5% |
| Q2 2023 | $4,964,475 | +9.4% | 50,939 | +1.6% | 0.86% | -0.2% |
| Q1 2023 | $4,536,451 | -16.6% | 50,154 | -21.8% | 0.86% | -27.9% |
| Q4 2022 | $5,437,533 | +35.4% | 64,160 | +26.9% | 1.20% | +35.0% |
| Q3 2022 | $4,015,000 | -18.6% | 50,559 | -14.0% | 0.88% | -14.3% |
| Q2 2022 | $4,931,000 | -25.4% | 58,769 | -9.8% | 1.03% | -0.3% |
| Q1 2022 | $6,607,000 | +30.1% | 65,190 | +38.5% | 1.04% | +35.8% |
| Q4 2021 | $5,077,000 | +25.7% | 47,053 | +14.7% | 0.76% | +17.6% |
| Q3 2021 | $4,038,000 | -19.3% | 41,012 | -19.2% | 0.65% | -16.1% |
| Q2 2021 | $5,001,000 | +86.1% | 50,783 | +62.5% | 0.77% | +49.4% |
| Q4 2020 | $2,687,000 | -22.4% | 31,245 | -31.2% | 0.52% | +229.9% |
| Q3 2020 | $3,462,000 | +133.3% | 45,434 | +114.2% | 0.16% | -59.1% |
| Q2 2020 | $1,484,000 | – | 21,214 | – | 0.38% | – |
Download | ||||||
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% |