ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,851 | -10.7% | 2,597 | -7.3% | 0.12% | -7.5% |
| Q2 2023 | $272,951 | +7.9% | 2,801 | +0.1% | 0.13% | -0.7% |
| Q1 2023 | $253,048 | +6.9% | 2,798 | +0.2% | 0.13% | -2.2% |
| Q4 2022 | $236,670 | +7.1% | 2,793 | +0.3% | 0.14% | +5.4% |
| Q3 2022 | $221,000 | -5.6% | 2,784 | 0.0% | 0.13% | -10.3% |
| Q2 2022 | $234,000 | -19.0% | 2,784 | -2.4% | 0.14% | +2.1% |
| Q1 2022 | $289,000 | -5.2% | 2,851 | +0.9% | 0.14% | -1.4% |
| Q4 2021 | $305,000 | +20.1% | 2,825 | +9.3% | 0.14% | -9.4% |
| Q3 2021 | $254,000 | +1236.8% | 2,584 | +1267.2% | 0.16% | +1225.0% |
| Q2 2021 | $19,000 | +11.8% | 189 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $17,000 | – | 189 | – | 0.01% | – |
Download | ||||||
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% |