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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,202 | +3.2% | 19,638 | +7.1% | 0.07% | +6.1% |
| Q2 2023 | $1,787,529 | -12.0% | 18,341 | -18.3% | 0.07% | -16.5% |
| Q1 2023 | $2,030,842 | +83199.5% | 22,453 | -22.0% | 0.08% | -42.3% |
| Q4 2022 | $2,438 | -99.8% | 28,773 | +58.7% | 0.14% | +57.5% |
| Q3 2022 | $1,440,000 | -55.0% | 18,129 | -52.5% | 0.09% | -34.1% |
| Q2 2022 | $3,203,000 | -22.1% | 38,174 | -5.9% | 0.13% | +20.0% |
| Q1 2022 | $4,110,000 | +61.6% | 40,554 | +72.1% | 0.11% | +96.4% |
| Q4 2021 | $2,543,000 | -8.2% | 23,565 | -16.2% | 0.06% | -23.3% |
| Q3 2021 | $2,769,000 | +18.2% | 28,121 | +18.3% | 0.07% | +15.9% |
| Q2 2021 | $2,343,000 | +18.2% | 23,771 | +9.0% | 0.06% | +18.9% |
| Q1 2021 | $1,982,000 | – | 21,812 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |