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 | $64,990,666 | +2.5% | 692,035 | +6.4% | 0.08% | +3.7% |
| Q2 2023 | $63,413,137 | -1.3% | 650,658 | -8.4% | 0.08% | -8.9% |
| Q1 2023 | $64,221,254 | -4.5% | 710,019 | -10.5% | 0.09% | -11.8% |
| Q4 2022 | $67,263,146 | +12.3% | 793,655 | +5.2% | 0.10% | -1.9% |
| Q3 2022 | $59,897,000 | -29.2% | 754,270 | -25.2% | 0.10% | -28.3% |
| Q2 2022 | $84,660,000 | -11.3% | 1,009,056 | +7.1% | 0.14% | -5.2% |
| Q1 2022 | $95,495,000 | -3.4% | 942,224 | +2.9% | 0.15% | -5.0% |
| Q4 2021 | $98,842,000 | +24.9% | 916,057 | +13.9% | 0.16% | +11.0% |
| Q3 2021 | $79,164,000 | +6.0% | 804,011 | +6.0% | 0.14% | +2.1% |
| Q2 2021 | $74,673,000 | +79.1% | 758,341 | +65.3% | 0.14% | +59.6% |
| Q1 2021 | $41,689,000 | +27.2% | 458,767 | +20.4% | 0.09% | +17.1% |
| Q4 2020 | $32,771,000 | +18.5% | 380,935 | +5.0% | 0.08% | +2.7% |
| Q3 2020 | $27,649,000 | +13.6% | 362,800 | +4.3% | 0.07% | -1.3% |
| Q2 2020 | $24,347,000 | +23.4% | 347,856 | +1.3% | 0.08% | -1.3% |
| Q1 2020 | $19,733,000 | +3784.4% | 343,243 | +4713.4% | 0.08% | +3700.0% |
| Q4 2019 | $508,000 | +213.6% | 7,131 | +187.2% | 0.00% | +100.0% |
| Q3 2019 | $162,000 | +1146.2% | 2,483 | +1141.5% | 0.00% | – |
| Q2 2019 | $13,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |