ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,095,000 | -59.9% | 41,618 | -59.8% | 2.74% | -60.7% |
| Q2 2021 | $10,204,000 | -54.5% | 103,637 | -58.1% | 6.96% | -58.3% |
| Q1 2021 | $22,442,000 | -6.7% | 247,180 | -11.6% | 16.68% | -8.0% |
| Q4 2020 | $24,050,000 | +13.4% | 279,556 | +0.5% | 18.14% | +1.2% |
| Q3 2020 | $21,201,000 | +60.0% | 278,148 | +46.9% | 17.93% | +42.0% |
| Q2 2020 | $13,251,000 | – | 189,348 | – | 12.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 235,904 | $17,296,000 | 14.33% |
| VIVID FINANCIAL MANAGEMENT, INC. | 316,793 | $22,172,000 | 13.83% |
| Sharkey, Howes & Javer | 438,588 | $30,697,000 | 13.55% |
| BHF RG Capital Inc. | 189,348 | $13,251,000 | 12.63% |
| ONE Advisory Partners, LLC | 214,115 | $14,986,000 | 12.09% |
| Cooper Financial Group | 425,269 | $29,765,000 | 9.63% |
| Lineweaver Wealth Advisors, LLC | 227,361 | $15,913,000 | 8.09% |
| PAX Financial Group, LLC | 287,378 | $20,114,000 | 7.66% |
| HawsGoodwin Investment Management LLC | 274,611 | $19,220,000 | 7.54% |
| PARK AVENUE SECURITIES LLC | 2,752,344 | $192,637,000 | 7.30% |