ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 554 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293,818 | +3.4% | 2,462 | -0.4% | 0.03% | 0.0% |
| Q1 2024 | $284,225 | +0.5% | 2,472 | -8.3% | 0.03% | -6.2% |
| Q4 2023 | $282,881 | +14.1% | 2,696 | +2.2% | 0.03% | 0.0% |
| 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 | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |