ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,868,196,000 | +8.8% | 20,559 | +3.0% | 0.25% | +4.1% |
| Q4 2020 | $1,716,557,000 | +112831.4% | 19,953 | +0.0% | 0.24% | +2.5% |
| Q3 2020 | $1,520,000 | +55.1% | 19,950 | +42.5% | 0.24% | +49.1% |
| Q2 2020 | $980,000 | +57.8% | 14,000 | +29.6% | 0.16% | +40.7% |
| Q1 2020 | $621,000 | -19.1% | 10,800 | +0.3% | 0.11% | 0.0% |
| Q4 2019 | $768,000 | +9.1% | 10,770 | 0.0% | 0.11% | +2.7% |
| Q3 2019 | $704,000 | +1.3% | 10,770 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $695,000 | +5.6% | 10,770 | +1.7% | 0.11% | +0.9% |
| Q1 2019 | $658,000 | +9.5% | 10,595 | -3.2% | 0.11% | -0.9% |
| Q4 2018 | $601,000 | -15.7% | 10,940 | -1.8% | 0.11% | -4.3% |
| Q3 2018 | $713,000 | +256.5% | 11,140 | +233.5% | 0.12% | +262.5% |
| Q2 2018 | $200,000 | – | 3,340 | – | 0.03% | – |
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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% |