ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,758,611 | +8.3% | 114,563 | +12.4% | 0.02% | +14.3% |
Q2 2023 | $9,935,267 | +6.3% | 101,942 | -1.3% | 0.01% | 0.0% |
Q1 2023 | $9,344,661 | +4.7% | 103,313 | -1.9% | 0.01% | 0.0% |
Q4 2022 | $8,924,514 | +4.0% | 105,304 | -2.6% | 0.01% | 0.0% |
Q3 2022 | $8,582,000 | +11.5% | 108,067 | +18.9% | 0.01% | +16.7% |
Q2 2022 | $7,700,000 | -49.3% | 90,866 | -38.4% | 0.01% | -40.0% |
Q1 2022 | $15,173,000 | – | 147,440 | – | 0.02% | – |
Download |
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% |