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 | $744,104 | -7.3% | 7,924 | -3.8% | 0.20% | +9.6% |
| Q2 2023 | $802,516 | +10.5% | 8,234 | +2.6% | 0.18% | +0.6% |
| Q1 2023 | $726,079 | +112470.4% | 8,027 | +5.5% | 0.18% | +7.9% |
| Q4 2022 | $645 | -99.9% | 7,610 | +14.5% | 0.16% | +14.7% |
| Q3 2022 | $528,000 | +50.0% | 6,647 | +58.5% | 0.14% | +32.4% |
| Q2 2022 | $352,000 | -52.4% | 4,194 | -42.5% | 0.11% | -32.5% |
| Q1 2022 | $739,000 | +40.8% | 7,293 | +50.0% | 0.16% | +17.6% |
| Q4 2021 | $525,000 | -36.2% | 4,862 | -41.8% | 0.14% | -25.7% |
| Q3 2021 | $823,000 | +12.0% | 8,359 | +11.9% | 0.18% | +18.1% |
| Q2 2021 | $735,000 | +58.4% | 7,471 | +46.4% | 0.16% | +46.2% |
| Q1 2021 | $464,000 | +110.0% | 5,102 | +98.4% | 0.11% | +100.0% |
| Q4 2020 | $221,000 | – | 2,571 | – | 0.05% | – |
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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% |