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 | $9,443,159 | -36.4% | 100,555 | -34.0% | 0.11% | -27.8% |
| Q2 2023 | $14,854,733 | +3.4% | 152,419 | -4.0% | 0.16% | -10.7% |
| Q1 2023 | $14,367,926 | -25.7% | 158,849 | -30.4% | 0.18% | -73.9% |
| Q4 2022 | $19,330,319 | +2.1% | 228,086 | -4.3% | 0.68% | -9.7% |
| Q3 2022 | $18,929,000 | +11.9% | 238,374 | +18.2% | 0.75% | +10.6% |
| Q2 2022 | $16,914,000 | +10.3% | 201,599 | +33.2% | 0.68% | +25.8% |
| Q1 2022 | $15,341,000 | +42.7% | 151,364 | +51.9% | 0.54% | +50.1% |
| Q4 2021 | $10,751,000 | +30.4% | 99,642 | +19.0% | 0.36% | +18.5% |
| Q3 2021 | $8,243,000 | +146.1% | 83,718 | +146.1% | 0.30% | +129.5% |
| Q2 2021 | $3,350,000 | +61.5% | 34,024 | +49.1% | 0.13% | +46.7% |
| Q1 2021 | $2,074,000 | +62.7% | 22,826 | +54.0% | 0.09% | +52.5% |
| Q4 2020 | $1,275,000 | +32.4% | 14,820 | +17.2% | 0.06% | +18.0% |
| Q3 2020 | $963,000 | +37.6% | 12,642 | +26.4% | 0.05% | +31.6% |
| Q2 2020 | $700,000 | +215.3% | 10,000 | +159.1% | 0.04% | +153.3% |
| Q1 2020 | $222,000 | – | 3,860 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |