ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 554 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53,432 | -87.1% | 617 | -87.9% | 0.02% | -88.4% |
| Q3 2022 | $415,000 | +75.8% | 5,106 | +87.6% | 0.17% | +35.2% |
| Q2 2022 | $236,000 | -10.9% | 2,722 | +4.3% | 0.13% | +7.6% |
| Q1 2022 | $265,000 | +25.6% | 2,610 | +25.7% | 0.12% | -30.8% |
| Q4 2021 | $211,000 | 0.0% | 2,077 | 0.0% | 0.17% | -6.5% |
| Q3 2021 | $211,000 | -2.8% | 2,077 | -5.6% | 0.18% | -3.7% |
| Q2 2021 | $217,000 | – | 2,200 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |