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 | $867,767 | -37.4% | 9,240 | -35.0% | 0.10% | -38.0% |
| Q2 2023 | $1,385,893 | -39.4% | 14,220 | -43.8% | 0.16% | -45.7% |
| Q1 2023 | $2,287,203 | -40.4% | 25,287 | -44.1% | 0.30% | -47.1% |
| Q4 2022 | $3,836,542 | +0.1% | 45,269 | -6.2% | 0.57% | -9.4% |
| Q3 2022 | $3,834,000 | -13.7% | 48,277 | -8.8% | 0.63% | -14.1% |
| Q2 2022 | $4,441,000 | +1.8% | 52,936 | +23.0% | 0.73% | +9.8% |
| Q1 2022 | $4,362,000 | +20.3% | 43,043 | +28.1% | 0.66% | +21.6% |
| Q4 2021 | $3,626,000 | +28.6% | 33,606 | +17.4% | 0.55% | +17.2% |
| Q3 2021 | $2,819,000 | +5.8% | 28,631 | +5.8% | 0.47% | +0.9% |
| Q2 2021 | $2,665,000 | +32.1% | 27,062 | +21.9% | 0.46% | +17.3% |
| Q1 2021 | $2,017,000 | +28.6% | 22,193 | +21.7% | 0.39% | +17.6% |
| Q4 2020 | $1,569,000 | +43.2% | 18,236 | +26.9% | 0.34% | +23.6% |
| Q3 2020 | $1,096,000 | +4466.7% | 14,376 | +4115.8% | 0.27% | +3771.4% |
| Q2 2020 | $24,000 | – | 341 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |