ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,227,028 | -18.0% | 13,066 | -14.9% | 0.16% | -14.3% |
| Q2 2023 | $1,496,303 | +15.3% | 15,353 | +7.0% | 0.19% | +6.8% |
| Q1 2023 | $1,298,138 | +67900.9% | 14,352 | -36.3% | 0.18% | -37.5% |
| Q4 2022 | $1,909 | -99.9% | 22,521 | -10.5% | 0.28% | -12.7% |
| Q3 2022 | $1,997,000 | +4.7% | 25,153 | +10.6% | 0.32% | +9.5% |
| Q2 2022 | $1,908,000 | -24.0% | 22,740 | -8.2% | 0.30% | -24.5% |
| Q1 2022 | $2,509,000 | -8.4% | 24,758 | -2.4% | 0.39% | +3.7% |
| Q4 2021 | $2,738,000 | +14.5% | 25,375 | +4.4% | 0.38% | +8.6% |
| Q3 2021 | $2,392,000 | -1.4% | 24,298 | -1.3% | 0.35% | -5.2% |
| Q2 2021 | $2,425,000 | +9.7% | 24,628 | +1.2% | 0.37% | +2.2% |
| Q1 2021 | $2,211,000 | +13.9% | 24,339 | +7.8% | 0.36% | +9.8% |
| Q4 2020 | $1,942,000 | +108.4% | 22,576 | +84.5% | 0.33% | +81.7% |
| Q3 2020 | $932,000 | +25.6% | 12,239 | +16.6% | 0.18% | +15.4% |
| Q2 2020 | $742,000 | – | 10,501 | – | 0.16% | – |
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% |