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 | $3,269,007 | -56.6% | 34,810 | -55.0% | 0.00% | -50.0% |
| Q2 2023 | $7,531,904 | +61936.9% | 77,282 | -42.4% | 0.00% | -42.9% |
| Q1 2023 | $12,141 | -99.6% | 134,234 | +292.9% | 0.01% | +250.0% |
| Q3 2022 | $2,713,000 | +22.4% | 34,169 | +29.3% | 0.00% | +100.0% |
| Q2 2022 | $2,216,000 | -8.6% | 26,417 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $2,425,000 | +5.8% | 23,928 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,292,000 | +682.3% | 21,239 | +559.4% | 0.00% | – |
| Q1 2021 | $293,000 | -63.9% | 3,221 | -69.7% | 0.00% | -100.0% |
| Q3 2020 | $811,000 | – | 10,642 | – | 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% |