ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,269 | -3.1% | 34,808 | +0.5% | 0.12% | -0.8% |
| Q2 2023 | $3,374 | +7.0% | 34,623 | -0.7% | 0.12% | +1.7% |
| Q1 2023 | $3,154 | +9.4% | 34,868 | +2.5% | 0.12% | +2.5% |
| Q4 2022 | $2,884 | -99.9% | 34,026 | +3.4% | 0.12% | -7.8% |
| Q3 2022 | $2,612,000 | -27.5% | 32,898 | -23.4% | 0.13% | -22.0% |
| Q2 2022 | $3,605,000 | +9.7% | 42,971 | +32.6% | 0.16% | +16.3% |
| Q1 2022 | $3,285,000 | -10.8% | 32,413 | -5.1% | 0.14% | -11.9% |
| Q4 2021 | $3,684,000 | +23.7% | 34,147 | +12.9% | 0.16% | +12.7% |
| Q3 2021 | $2,979,000 | +39.9% | 30,254 | +39.9% | 0.14% | +39.2% |
| Q2 2021 | $2,130,000 | +22.7% | 21,630 | +13.2% | 0.10% | +10.9% |
| Q1 2021 | $1,736,000 | +60.0% | 19,101 | +51.5% | 0.09% | +39.4% |
| Q4 2020 | $1,085,000 | +286.1% | 12,611 | +214.2% | 0.07% | +187.0% |
| Q2 2020 | $281,000 | – | 4,014 | – | 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% |