ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $594,000 | -22.0% | 7,081 | -5.9% | 0.03% | -14.3% |
| Q1 2022 | $762,000 | -4.5% | 7,523 | +1.6% | 0.04% | -2.8% |
| Q4 2021 | $798,000 | +17.2% | 7,401 | +7.1% | 0.04% | +9.1% |
| Q3 2021 | $681,000 | +0.6% | 6,913 | +0.6% | 0.03% | +10.0% |
| Q2 2021 | $677,000 | -18.1% | 6,875 | -24.5% | 0.03% | -25.0% |
| Q1 2021 | $827,000 | +19.5% | 9,106 | +13.3% | 0.04% | +8.1% |
| Q4 2020 | $692,000 | +57.3% | 8,040 | +39.4% | 0.04% | +37.0% |
| Q3 2020 | $440,000 | +6.5% | 5,768 | -2.2% | 0.03% | -6.9% |
| Q2 2020 | $413,000 | +24.4% | 5,898 | +26.6% | 0.03% | +45.0% |
| Q4 2019 | $332,000 | +11.8% | 4,657 | +2.5% | 0.02% | 0.0% |
| Q3 2019 | $297,000 | +1.0% | 4,544 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $294,000 | +10.9% | 4,544 | +6.9% | 0.02% | -5.0% |
| Q1 2019 | $265,000 | +19.4% | 4,252 | +5.3% | 0.02% | 0.0% |
| Q4 2018 | $222,000 | +77.6% | 4,037 | +107.2% | 0.02% | +81.8% |
| Q3 2018 | $125,000 | – | 1,948 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |