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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,805,903 | +111.3% | 33,108 | +98.0% | 0.40% | -6.1% |
| Q3 2022 | $1,328,000 | -99.9% | 16,718 | -6.9% | 0.43% | -14.8% |
| Q2 2022 | $1,506,508,000 | +79778.5% | 17,956 | -3.5% | 0.50% | -1.8% |
| Q1 2022 | $1,886,000 | -24.6% | 18,611 | -26.8% | 0.51% | -42.7% |
| Q3 2021 | $2,502,000 | -21.0% | 25,409 | -21.0% | 0.89% | -25.8% |
| Q2 2021 | $3,166,000 | -28.0% | 32,157 | -33.6% | 1.20% | -51.6% |
| Q1 2021 | $4,397,000 | – | 48,393 | – | 2.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |