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 | $694,183 | -3.6% | 7,392 | 0.0% | 0.09% | -4.3% |
| Q2 2023 | $720,424 | +103.8% | 7,392 | +89.2% | 0.09% | +91.8% |
| Q1 2023 | $353,479 | +7.2% | 3,908 | +0.4% | 0.05% | +2.1% |
| Q4 2022 | $329,762 | -21.1% | 3,891 | -26.2% | 0.05% | -37.7% |
| Q3 2022 | $418,000 | +34.0% | 5,269 | +41.7% | 0.08% | -1.3% |
| Q2 2022 | $312,000 | +55.2% | 3,719 | +67.5% | 0.08% | +5.4% |
| Q1 2021 | $201,000 | -28.7% | 2,220 | -32.3% | 0.07% | -28.2% |
| Q4 2020 | $282,000 | – | 3,280 | – | 0.10% | – |
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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% |