ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $694,686 | +3.2% | 7,671 | -1.8% | 0.14% | -7.7% |
| Q4 2022 | $673,411 | -7.6% | 7,814 | -14.8% | 0.16% | -19.6% |
| Q3 2022 | $729,000 | -69.6% | 9,176 | -67.9% | 0.19% | -62.0% |
| Q2 2022 | $2,398,000 | -26.3% | 28,582 | -11.0% | 0.51% | -12.4% |
| Q1 2022 | $3,253,000 | -9.1% | 32,097 | -3.3% | 0.58% | -7.0% |
| Q4 2021 | $3,580,000 | -8.8% | 33,183 | -11.9% | 0.63% | -13.4% |
| Q3 2021 | $3,925,000 | +5.6% | 37,677 | +3.2% | 0.72% | -18.5% |
| Q2 2021 | $3,716,000 | +44.7% | 36,495 | +36.2% | 0.89% | +36.0% |
| Q1 2021 | $2,568,000 | – | 26,795 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |