ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267,820 | +7.3% | 2,748 | -0.4% | 0.05% | +2.0% |
| Q1 2023 | $249,552 | +3.8% | 2,759 | -2.7% | 0.05% | -1.9% |
| Q4 2022 | $240,351 | +6.8% | 2,836 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $225,000 | -2.6% | 2,836 | +2.8% | 0.05% | +12.8% |
| Q2 2022 | $231,000 | -17.5% | 2,759 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $280,000 | -6.0% | 2,759 | 0.0% | 0.05% | -2.1% |
| Q4 2021 | $298,000 | -26.2% | 2,759 | -32.7% | 0.05% | -53.8% |
| Q3 2021 | $404,000 | +81.2% | 4,100 | +80.9% | 0.10% | +79.3% |
| Q2 2021 | $223,000 | +8.3% | 2,267 | 0.0% | 0.06% | -17.1% |
| Q1 2021 | $206,000 | – | 2,267 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |