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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $371 | -99.9% | 4,372 | +12.9% | 0.02% | +7.1% |
| Q3 2022 | $308,000 | -11.0% | 3,873 | -6.2% | 0.01% | -6.7% |
| Q2 2022 | $346,000 | -12.0% | 4,127 | +6.6% | 0.02% | 0.0% |
| Q1 2022 | $393,000 | -39.6% | 3,873 | -35.8% | 0.02% | -37.5% |
| Q4 2021 | $651,000 | -17.7% | 6,031 | -25.0% | 0.02% | -27.3% |
| Q3 2021 | $791,000 | +16.2% | 8,036 | +16.2% | 0.03% | +13.8% |
| Q2 2021 | $681,000 | +24.3% | 6,917 | +14.8% | 0.03% | +11.5% |
| Q1 2021 | $548,000 | +3.2% | 6,027 | -2.4% | 0.03% | -3.7% |
| Q4 2020 | $531,000 | +729.7% | 6,173 | +635.8% | 0.03% | +575.0% |
| Q3 2020 | $64,000 | +276.5% | 839 | +251.0% | 0.00% | +300.0% |
| Q2 2020 | $17,000 | – | 239 | – | 0.00% | – |
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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% |