ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $369,002 | -8.4% | 5,076 | 0.0% | 0.18% | -13.3% |
| Q3 2022 | $403,000 | -9.0% | 5,076 | -10.0% | 0.21% | -7.1% |
| Q2 2022 | $443,000 | -23.6% | 5,641 | 0.0% | 0.23% | -20.4% |
| Q1 2022 | $580,000 | -4.8% | 5,641 | 0.0% | 0.28% | -8.1% |
| Q4 2021 | $609,000 | -14.1% | 5,641 | -21.7% | 0.31% | -20.2% |
| Q3 2021 | $709,000 | +7.6% | 7,200 | +7.6% | 0.39% | -5.4% |
| Q2 2021 | $659,000 | +6.6% | 6,689 | -1.7% | 0.41% | -6.8% |
| Q1 2021 | $618,000 | -4.6% | 6,805 | -9.7% | 0.44% | -20.0% |
| Q4 2020 | $648,000 | – | 7,537 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |