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 | $11,162,519 | -27.6% | 118,864 | -24.9% | 4.87% | -25.3% |
| Q2 2023 | $15,424,519 | +10.5% | 158,265 | +2.6% | 6.52% | +1.0% |
| Q1 2023 | $13,952,652 | -60.7% | 154,258 | -63.2% | 6.46% | -63.4% |
| Q4 2022 | $35,488,811 | -7.3% | 418,747 | -13.1% | 17.64% | -9.1% |
| Q3 2022 | $38,285,000 | -7.6% | 482,120 | -2.4% | 19.41% | +1.1% |
| Q2 2022 | $41,442,000 | -16.0% | 493,948 | +1.4% | 19.20% | -2.0% |
| Q1 2022 | $49,346,000 | +9.3% | 486,890 | +16.4% | 19.60% | +15.4% |
| Q4 2021 | $45,135,000 | – | 418,309 | – | 16.98% | – |
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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% |