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 2023 | $308,465 | -41.1% | 2,940 | -47.2% | 0.04% | -38.6% |
| Q3 2023 | $523,360 | +34.9% | 5,573 | +40.0% | 0.07% | +25.0% |
| Q2 2023 | $388,086 | -8.7% | 3,982 | -15.3% | 0.06% | -16.4% |
| Q1 2023 | $425,296 | +6.2% | 4,702 | -0.5% | 0.07% | -4.3% |
| Q4 2022 | $400,359 | -43.1% | 4,724 | -46.7% | 0.07% | -60.5% |
| Q3 2022 | $704,000 | +29.9% | 8,864 | +37.2% | 0.18% | +15.7% |
| Q2 2022 | $542,000 | -20.4% | 6,459 | -3.9% | 0.15% | -10.0% |
| Q1 2022 | $681,000 | -20.0% | 6,722 | -14.8% | 0.17% | -23.4% |
| Q4 2021 | $851,000 | +189.5% | 7,889 | +163.8% | 0.22% | +131.2% |
| Q3 2021 | $294,000 | -74.5% | 2,990 | -74.5% | 0.10% | -73.6% |
| Q2 2021 | $1,152,000 | +9.8% | 11,704 | +1.4% | 0.36% | -3.4% |
| Q1 2021 | $1,049,000 | +0.3% | 11,545 | -5.1% | 0.38% | -10.0% |
| Q4 2020 | $1,046,000 | – | 12,161 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |