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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |