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 | $678,055 | -3.6% | 7,220 | 0.0% | 0.08% | -8.7% |
| Q2 2023 | $703,687 | +7.7% | 7,220 | -0.1% | 0.09% | +2.2% |
| Q1 2023 | $653,435 | +28.1% | 7,224 | +20.0% | 0.09% | -16.7% |
| Q4 2022 | $510,195 | -12.9% | 6,020 | -18.5% | 0.11% | -17.6% |
| Q3 2022 | $586,000 | -5.3% | 7,382 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $619,000 | -17.2% | 7,382 | 0.0% | 0.13% | -8.5% |
| Q1 2022 | $748,000 | +23.2% | 7,382 | +31.3% | 0.14% | +23.5% |
| Q4 2021 | $607,000 | +43.8% | 5,623 | +31.3% | 0.12% | +30.7% |
| Q3 2021 | $422,000 | +19.9% | 4,281 | +19.7% | 0.09% | +18.9% |
| Q2 2021 | $352,000 | – | 3,575 | – | 0.07% | – |
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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% |