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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $427,000 | -47.7% | 5,086 | -37.0% | 0.14% | -38.0% |
| Q1 2022 | $817,000 | -5.4% | 8,071 | +0.7% | 0.22% | -6.4% |
| Q4 2021 | $864,000 | +9.6% | 8,011 | 0.0% | 0.24% | +7.3% |
| Q3 2021 | $788,000 | +3.4% | 8,011 | 0.0% | 0.22% | +52.8% |
| Q1 2021 | $762,000 | -99.9% | 8,011 | +3.2% | 0.14% | -88.1% |
| Q4 2020 | $667,507,000 | +122829.5% | 7,759 | 0.0% | 1.21% | +1434.2% |
| Q2 2020 | $543,000 | – | 7,759 | – | 0.08% | – |
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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% |