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 | $300,855 | -3.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $312,261 | +7.8% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $289,801 | +6.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $271,539 | +19.6% | 3,204 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $227,000 | -5.4% | 2,864 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -37.0% | 2,864 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $381,000 | +24.9% | 3,764 | +33.0% | 0.01% | +20.0% |
| Q4 2021 | $305,000 | +19.1% | 2,830 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | 0.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $256,000 | +8.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +6.3% | 2,600 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +18.7% | 2,575 | +5.1% | 0.01% | +25.0% |
| Q3 2020 | $187,000 | +9.4% | 2,450 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $171,000 | +21.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -1.4% | 2,450 | +22.5% | 0.01% | +25.0% |
| Q4 2019 | $143,000 | +45.9% | 2,000 | +33.3% | 0.00% | +33.3% |
| Q3 2019 | $98,000 | +1.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $97,000 | +4.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $93,000 | +13.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | – | 1,500 | – | 0.00% | – |
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% |