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 | $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 | 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% |