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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,986,675 | +4.9% | 35,241 | -1.7% | 0.49% | +0.2% |
| Q3 2022 | $2,848,000 | -4.2% | 35,866 | +1.2% | 0.49% | +2.7% |
| Q2 2022 | $2,972,000 | -12.4% | 35,429 | +5.9% | 0.48% | -46.6% |
| Q1 2022 | $3,391,000 | -40.6% | 33,462 | -36.7% | 0.89% | +10.4% |
| Q4 2021 | $5,705,000 | +5.8% | 52,876 | -3.5% | 0.81% | -2.7% |
| Q3 2021 | $5,394,000 | -2.4% | 54,786 | -2.4% | 0.83% | -0.8% |
| Q2 2021 | $5,528,000 | +10.6% | 56,137 | +2.0% | 0.84% | +6.4% |
| Q1 2021 | $5,000,000 | +18.9% | 55,027 | +12.6% | 0.79% | +11.2% |
| Q4 2020 | $4,205,000 | +22.5% | 48,883 | +8.6% | 0.71% | +6.0% |
| Q3 2020 | $3,432,000 | +6.6% | 45,031 | -2.1% | 0.67% | -9.3% |
| Q2 2020 | $3,221,000 | +38.6% | 46,020 | +13.9% | 0.74% | +7.8% |
| Q1 2020 | $2,324,000 | – | 40,419 | – | 0.68% | – |
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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% |