ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,813 | -9.9% | 4,705 | -6.5% | 0.04% | -7.7% |
| Q2 2023 | $490,516 | +0.6% | 5,033 | -6.7% | 0.04% | -4.9% |
| Q1 2023 | $487,700 | +97245.3% | 5,392 | -8.7% | 0.04% | -10.9% |
| Q4 2022 | $501 | -99.9% | 5,907 | -8.9% | 0.05% | -13.2% |
| Q3 2022 | $515,000 | -24.0% | 6,485 | -19.7% | 0.05% | -13.1% |
| Q2 2022 | $678,000 | -68.7% | 8,075 | -62.2% | 0.06% | -64.9% |
| Q1 2022 | $2,166,000 | -20.9% | 21,367 | -15.8% | 0.17% | -22.3% |
| Q4 2021 | $2,737,000 | -0.6% | 25,365 | -9.3% | 0.22% | -21.1% |
| Q3 2021 | $2,754,000 | +4.9% | 27,967 | +4.9% | 0.28% | +7.6% |
| Q2 2021 | $2,626,000 | +28.4% | 26,670 | +18.5% | 0.26% | +22.8% |
| Q1 2021 | $2,045,000 | +76.0% | 22,506 | +66.6% | 0.22% | +65.4% |
| Q4 2020 | $1,162,000 | +13.4% | 13,508 | +0.4% | 0.13% | -9.7% |
| Q3 2020 | $1,025,000 | -22.6% | 13,448 | -29.0% | 0.14% | -28.7% |
| Q2 2020 | $1,325,000 | +294.3% | 18,932 | +223.8% | 0.20% | +220.6% |
| Q1 2020 | $336,000 | – | 5,847 | – | 0.06% | – |
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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% |