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 | $1,474,011 | -5.1% | 15,696 | -1.5% | 0.42% | -4.1% |
| Q2 2023 | $1,553,123 | +3.5% | 15,936 | -4.0% | 0.43% | +1.4% |
| Q1 2023 | $1,501,289 | +9.7% | 16,598 | +2.8% | 0.43% | +3.9% |
| Q4 2022 | $1,368,628 | +20.4% | 16,149 | +12.8% | 0.41% | +6.7% |
| Q3 2022 | $1,137,000 | +16.7% | 14,322 | +23.4% | 0.39% | +23.3% |
| Q2 2022 | $974,000 | -25.6% | 11,605 | -10.2% | 0.31% | -16.5% |
| Q1 2022 | $1,309,000 | -18.7% | 12,920 | -13.5% | 0.38% | -16.9% |
| Q4 2021 | $1,611,000 | +11.5% | 14,935 | +1.8% | 0.45% | +1.1% |
| Q3 2021 | $1,445,000 | +2.1% | 14,674 | +2.1% | 0.45% | +10.7% |
| Q2 2021 | $1,415,000 | +10.4% | 14,369 | +1.9% | 0.40% | +3.1% |
| Q1 2021 | $1,282,000 | +19.6% | 14,104 | +13.2% | 0.39% | +19.9% |
| Q4 2020 | $1,072,000 | +25.2% | 12,460 | +10.9% | 0.33% | +12.8% |
| Q3 2020 | $856,000 | +36.5% | 11,235 | +25.4% | 0.29% | +31.4% |
| Q2 2020 | $627,000 | +37.8% | 8,960 | +13.1% | 0.22% | +27.2% |
| Q1 2020 | $455,000 | -33.1% | 7,920 | -17.0% | 0.17% | -23.5% |
| Q4 2019 | $680,000 | +36.3% | 9,540 | +24.9% | 0.23% | +28.4% |
| Q3 2019 | $499,000 | +17.1% | 7,640 | +15.8% | 0.18% | +14.3% |
| Q2 2019 | $426,000 | +2.7% | 6,595 | -1.3% | 0.15% | -0.6% |
| Q1 2019 | $415,000 | +32.2% | 6,685 | +16.9% | 0.16% | +18.3% |
| Q4 2018 | $314,000 | – | 5,720 | – | 0.13% | – |
Download | ||||||
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% |