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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,317,555 | +14.4% | 50,682 | +2.4% | 1.14% | +5.1% |
| Q3 2023 | $4,648,357 | -6.3% | 49,498 | -2.8% | 1.09% | -3.4% |
| Q2 2023 | $4,962,371 | +4.1% | 50,917 | -3.4% | 1.13% | -0.8% |
| Q1 2023 | $4,765,087 | +103062.7% | 52,682 | -3.3% | 1.14% | +1.4% |
| Q4 2022 | $4,619 | -99.9% | 54,500 | -6.2% | 1.12% | -6.7% |
| Q3 2022 | $4,613,000 | -4.9% | 58,086 | +0.4% | 1.20% | +4.3% |
| Q2 2022 | $4,852,000 | -14.0% | 57,829 | +3.8% | 1.15% | +9.1% |
| Q1 2022 | $5,645,000 | -10.6% | 55,697 | -4.8% | 1.06% | -5.6% |
| Q4 2021 | $6,312,000 | +9.2% | 58,492 | -0.4% | 1.12% | -0.4% |
| Q3 2021 | $5,781,000 | -0.6% | 58,710 | -0.6% | 1.12% | +0.7% |
| Q2 2021 | $5,813,000 | +14.2% | 59,036 | +5.4% | 1.12% | +5.6% |
| Q1 2021 | $5,090,000 | +70.5% | 56,012 | +61.4% | 1.06% | +61.2% |
| Q4 2020 | $2,986,000 | +11.0% | 34,712 | -1.6% | 0.66% | -4.4% |
| Q3 2020 | $2,689,000 | +3.6% | 35,286 | -4.9% | 0.68% | -3.8% |
| Q2 2020 | $2,596,000 | +43.2% | 37,092 | +17.6% | 0.71% | +19.9% |
| Q1 2020 | $1,813,000 | – | 31,530 | – | 0.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |