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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,873,836 | +8.5% | 73,196 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $6,336,752 | +27.5% | 65,019 | +18.3% | 0.00% | +50.0% |
| Q1 2023 | $4,971,313 | +16.0% | 54,962 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $4,285,977 | -10.0% | 50,572 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $4,763,000 | +0.5% | 59,981 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $4,741,000 | -1.7% | 56,509 | +18.7% | 0.00% | 0.0% |
| Q1 2022 | $4,824,000 | +5.5% | 47,594 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $4,571,000 | – | 42,364 | – | 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% |