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 | $7,197,249 | +3.5% | 76,317 | +7.0% | 0.31% | +4.4% |
| Q2 2023 | $6,950,995 | +15.1% | 71,322 | +6.8% | 0.30% | +8.0% |
| Q1 2023 | $6,039,675 | +4.9% | 66,774 | -1.7% | 0.27% | -0.7% |
| Q4 2022 | $5,758,380 | +7.7% | 67,946 | +0.9% | 0.28% | -14.8% |
| Q3 2022 | $5,348,000 | -1.3% | 67,362 | +4.2% | 0.32% | -20.6% |
| Q2 2022 | $5,421,000 | -23.9% | 64,627 | -8.0% | 0.41% | +12.7% |
| Q1 2022 | $7,124,000 | +11.2% | 70,267 | +18.4% | 0.36% | +16.0% |
| Q4 2021 | $6,407,000 | +8.1% | 59,359 | -1.4% | 0.31% | -1.3% |
| Q3 2021 | $5,928,000 | +8.1% | 60,214 | +8.2% | 0.32% | +43.6% |
| Q2 2021 | $5,482,000 | +16.5% | 55,660 | +7.5% | 0.22% | +6.8% |
| Q1 2021 | $4,704,000 | +1.4% | 51,796 | -3.9% | 0.21% | -8.0% |
| Q4 2020 | $4,637,000 | +8.3% | 53,891 | -4.1% | 0.22% | +8.2% |
| Q3 2020 | $4,283,000 | -67.7% | 56,215 | -70.3% | 0.21% | -70.6% |
| Q2 2020 | $13,253,000 | +406.8% | 189,343 | +316.2% | 0.70% | +316.6% |
| Q1 2020 | $2,615,000 | +142.6% | 45,489 | +201.0% | 0.17% | +225.0% |
| Q4 2019 | $1,078,000 | +61.4% | 15,115 | +24.4% | 0.05% | +52.9% |
| Q4 2018 | $668,000 | – | 12,150 | – | 0.03% | – |
Download | ||||||
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% |