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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -1.4% | 2,954 | +2.5% | 0.02% | -4.0% |
| Q2 2023 | $281 | -74.8% | 2,881 | -76.6% | 0.02% | -71.9% |
| Q1 2023 | $1,113 | +128.5% | 12,307 | +114.4% | 0.09% | +93.5% |
| Q4 2022 | $487 | -100.0% | 5,741 | -90.2% | 0.05% | -89.8% |
| Q3 2022 | $4,628,000 | +31.1% | 58,286 | +38.5% | 0.45% | +29.6% |
| Q2 2022 | $3,530,000 | -39.4% | 42,071 | -26.8% | 0.35% | -24.2% |
| Q1 2022 | $5,823,000 | -13.2% | 57,457 | -7.6% | 0.46% | -9.6% |
| Q4 2021 | $6,712,000 | +9.5% | 62,209 | -0.1% | 0.51% | -1.2% |
| Q3 2021 | $6,132,000 | +1.6% | 62,284 | +1.6% | 0.51% | +1.2% |
| Q2 2021 | $6,036,000 | +10.1% | 61,293 | +1.6% | 0.51% | -6.1% |
| Q1 2021 | $5,482,000 | -2.1% | 60,325 | -7.3% | 0.54% | -8.3% |
| Q4 2020 | $5,601,000 | +42.6% | 65,104 | +26.3% | 0.59% | +8.5% |
| Q3 2020 | $3,928,000 | – | 51,536 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |