ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,894 | -3.5% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $1,962 | -98.2% | 20 | -98.3% | 0.00% | -100.0% |
| Q1 2023 | $109,174 | -4.5% | 1,207 | -10.5% | 0.01% | -12.5% |
| Q4 2022 | $114,328 | +19.1% | 1,349 | +11.8% | 0.01% | +14.3% |
| Q3 2022 | $96,000 | -5.0% | 1,207 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $101,000 | -65.2% | 1,207 | -57.8% | 0.01% | -57.9% |
| Q1 2022 | $290,000 | -5.8% | 2,857 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $308,000 | -12.0% | 2,857 | -19.5% | 0.02% | -21.4% |
| Q3 2021 | $350,000 | 0.0% | 3,550 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $350,000 | +8.4% | 3,550 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $323,000 | – | 3,550 | – | 0.03% | – |
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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% |