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 | $4,483 | -4.3% | 47,741 | -0.6% | 4.00% | +111.0% |
| Q2 2023 | $4,682 | +8412.7% | 48,041 | -99.0% | 1.90% | +44.4% |
| Q1 2023 | $55 | -98.8% | 4,949,605 | +9066.4% | 1.31% | -72.8% |
| Q4 2022 | $4,576 | -99.9% | 53,997 | +1.6% | 4.83% | -3.0% |
| Q3 2022 | $4,220,000 | +8.9% | 53,141 | +15.0% | 4.98% | +8.7% |
| Q2 2022 | $3,875,000 | -14.1% | 46,191 | +3.8% | 4.58% | -3.1% |
| Q1 2022 | $4,511,000 | +6.8% | 44,510 | +13.7% | 4.72% | -1.8% |
| Q4 2021 | $4,223,000 | +69.1% | 39,141 | +54.4% | 4.81% | +21.9% |
| Q3 2021 | $2,497,000 | +33.4% | 25,357 | +33.4% | 3.95% | +42.1% |
| Q2 2021 | $1,872,000 | +309.6% | 19,008 | +277.6% | 2.78% | +277.7% |
| Q1 2021 | $457,000 | – | 5,034 | – | 0.74% | – |
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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% |