ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,503,564 | -25.2% | 26,659 | -22.4% | 2.71% | -13.7% |
| Q2 2023 | $3,348,230 | -40.3% | 34,355 | -44.6% | 3.14% | -43.7% |
| Q1 2023 | $5,605,887 | -7.0% | 61,978 | -12.9% | 5.57% | -19.7% |
| Q4 2022 | $6,029,329 | -6.2% | 71,143 | -12.1% | 6.94% | -0.2% |
| Q3 2022 | $6,430,000 | +3.2% | 80,968 | +9.0% | 6.96% | +10.3% |
| Q2 2022 | $6,230,000 | -15.5% | 74,256 | +2.1% | 6.30% | -3.6% |
| Q1 2022 | $7,371,000 | -0.8% | 72,732 | +5.6% | 6.54% | +1.9% |
| Q4 2021 | $7,434,000 | +3.6% | 68,895 | -5.5% | 6.42% | -7.0% |
| Q3 2021 | $7,179,000 | +55.6% | 72,908 | +55.6% | 6.91% | +53.0% |
| Q2 2021 | $4,613,000 | +7.7% | 46,845 | -0.6% | 4.52% | -1.2% |
| Q1 2021 | $4,283,000 | -36.5% | 47,134 | -39.8% | 4.57% | -20.6% |
| Q4 2020 | $6,741,000 | +132.8% | 78,352 | +106.3% | 5.76% | +106.8% |
| Q3 2020 | $2,895,000 | +26.4% | 37,987 | +16.1% | 2.78% | +17.3% |
| Q2 2020 | $2,290,000 | +25.0% | 32,718 | +2.7% | 2.38% | +8.0% |
| Q1 2020 | $1,832,000 | – | 31,873 | – | 2.20% | – |
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% |