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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,942,052 | +5.1% | 21,471 | -1.5% | 0.67% | -9.7% |
| Q4 2022 | $1,847,551 | +6.2% | 21,800 | -0.5% | 0.74% | +4.1% |
| Q3 2022 | $1,739,000 | +1.6% | 21,900 | +7.4% | 0.71% | -7.8% |
| Q2 2022 | $1,711,000 | -16.3% | 20,395 | +1.2% | 0.77% | +13.1% |
| Q1 2022 | $2,043,000 | +45.9% | 20,152 | +41.7% | 0.68% | -4.8% |
| Q2 2021 | $1,400,000 | +37.4% | 14,226 | +26.9% | 0.72% | -4.2% |
| Q1 2021 | $1,019,000 | – | 11,207 | – | 0.75% | – |
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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% |