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 | $247,854 | -3.3% | 2,639 | +0.4% | 0.03% | -3.0% |
| Q2 2023 | $256,249 | +7.4% | 2,629 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $238,529 | +6.6% | 2,637 | -0.2% | 0.03% | -8.3% |
| Q4 2022 | $223,810 | +11.3% | 2,641 | +10.0% | 0.04% | 0.0% |
| Q2 2022 | $201,000 | -17.3% | 2,400 | +0.2% | 0.04% | -16.3% |
| Q1 2022 | $243,000 | -12.6% | 2,396 | -6.9% | 0.04% | -18.9% |
| Q4 2021 | $278,000 | +27.5% | 2,574 | +16.1% | 0.05% | +6.0% |
| Q3 2021 | $218,000 | +0.9% | 2,218 | +1.3% | 0.05% | -5.7% |
| Q2 2021 | $216,000 | 0.0% | 2,190 | -12.6% | 0.05% | -28.4% |
| Q4 2020 | $216,000 | – | 2,507 | – | 0.07% | – |
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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% |