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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,332,376 | -50.8% | 13,671 | -54.3% | 0.87% | -53.6% |
| Q1 2023 | $2,707,169 | -81.3% | 29,930 | -77.7% | 1.87% | -80.5% |
| Q4 2022 | $14,484,388 | +85.8% | 134,239 | +36.8% | 9.60% | +75.8% |
| Q3 2022 | $7,794,000 | -47.2% | 98,146 | -28.2% | 5.46% | -43.4% |
| Q2 2022 | $14,749,000 | +7.9% | 136,693 | +1.3% | 9.65% | +11.0% |
| Q1 2022 | $13,672,000 | -7.5% | 134,903 | -1.5% | 8.69% | -7.5% |
| Q4 2021 | $14,776,000 | – | 136,938 | – | 9.40% | – |
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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% |