ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $391 | +6.0% | 4,322 | -0.8% | 0.01% | +20.0% |
| Q4 2022 | $369 | -99.9% | 4,359 | -12.7% | 0.01% | -28.6% |
| Q3 2022 | $396,000 | +6.5% | 4,993 | +12.7% | 0.01% | +16.7% |
| Q2 2022 | $372,000 | +70.6% | 4,430 | +74.8% | 0.01% | +20.0% |
| Q4 2020 | $218,000 | -21.0% | 2,534 | -40.1% | 0.01% | -44.4% |
| Q3 2019 | $276,000 | +1.1% | 4,229 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +3.8% | 4,229 | 0.0% | 0.01% | -18.2% |
| Q1 2019 | $263,000 | +13.4% | 4,229 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $232,000 | -71.3% | 4,229 | -66.5% | 0.01% | -72.5% |
| Q3 2018 | $808,000 | +173.0% | 12,638 | +155.7% | 0.04% | +166.7% |
| Q2 2018 | $296,000 | – | 4,943 | – | 0.02% | – |
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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% |