ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,654 | +8.3% | 4,490 | +12.4% | 0.02% | -9.1% |
| Q2 2023 | $389,296 | -11.0% | 3,994 | -17.4% | 0.02% | -21.4% |
| Q1 2023 | $437,621 | +33.4% | 4,838 | +24.9% | 0.03% | +12.0% |
| Q4 2022 | $328,155 | -7.3% | 3,872 | -13.1% | 0.02% | +19.0% |
| Q3 2022 | $354,000 | +13.5% | 4,454 | +19.8% | 0.02% | -19.2% |
| Q2 2022 | $312,000 | +10.6% | 3,717 | +33.9% | 0.03% | -7.1% |
| Q1 2022 | $282,000 | +23.7% | 2,775 | +31.5% | 0.03% | -41.7% |
| Q4 2021 | $228,000 | – | 2,110 | – | 0.05% | – |
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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% |