ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,165,423 | -5.0% | 12,410 | -1.4% | 0.09% | -6.2% |
| Q2 2023 | $1,226,534 | +9.8% | 12,585 | +1.9% | 0.10% | +4.3% |
| Q1 2023 | $1,117,058 | +446.9% | 12,350 | +412.4% | 0.09% | +411.1% |
| Q4 2022 | $204,248 | +6.9% | 2,410 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $191,000 | -5.4% | 2,410 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $202,000 | -17.2% | 2,410 | 0.0% | 0.02% | -9.1% |
| Q1 2022 | $244,000 | +2.5% | 2,410 | +9.3% | 0.02% | +4.8% |
| Q4 2021 | $238,000 | +17.8% | 2,205 | +3.7% | 0.02% | -12.5% |
| Q3 2021 | $202,000 | -2.9% | 2,127 | +0.8% | 0.02% | +20.0% |
| Q2 2021 | $208,000 | +7.8% | 2,110 | -0.7% | 0.02% | 0.0% |
| Q1 2021 | $193,000 | +27.8% | 2,125 | +21.4% | 0.02% | +17.6% |
| Q4 2020 | $151,000 | – | 1,750 | – | 0.02% | – |
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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% |