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 | $6,186,492 | -2.9% | 65,877 | +0.7% | 0.46% | -0.9% |
Q2 2023 | $6,373,249 | +14.3% | 65,393 | +6.0% | 0.46% | +23.0% |
Q1 2023 | $5,577,984 | +36.9% | 61,669 | +28.3% | 0.38% | +29.9% |
Q4 2022 | $4,075,118 | +14.0% | 48,084 | +6.8% | 0.29% | +5.4% |
Q3 2022 | $3,575,000 | -7.2% | 45,020 | -1.9% | 0.28% | -3.5% |
Q2 2022 | $3,852,000 | -36.1% | 45,907 | -22.8% | 0.29% | -28.1% |
Q1 2022 | $6,030,000 | +3.1% | 59,501 | +9.7% | 0.40% | +7.0% |
Q4 2021 | $5,851,000 | +7.2% | 54,227 | -2.2% | 0.37% | -1.8% |
Q3 2021 | $5,458,000 | +5.1% | 55,430 | +5.1% | 0.38% | +11.1% |
Q2 2021 | $5,194,000 | +34.6% | 52,745 | +24.2% | 0.34% | +23.1% |
Q1 2021 | $3,858,000 | +17.8% | 42,458 | +11.5% | 0.28% | +11.7% |
Q4 2020 | $3,276,000 | +26.0% | 38,076 | +11.6% | 0.25% | -0.8% |
Q3 2020 | $2,600,000 | +113.3% | 34,116 | +95.8% | 0.25% | +39.7% |
Q2 2020 | $1,219,000 | +77.7% | 17,423 | +46.0% | 0.18% | +49.2% |
Q1 2020 | $686,000 | -68.9% | 11,933 | -61.5% | 0.12% | -78.9% |
Q4 2019 | $2,208,000 | +65.5% | 30,955 | +51.7% | 0.57% | +61.0% |
Q3 2019 | $1,334,000 | +91.9% | 20,408 | +89.6% | 0.35% | +87.3% |
Q2 2019 | $695,000 | +3.4% | 10,763 | -0.5% | 0.19% | -92.0% |
Q1 2019 | $672,000 | – | 10,816 | – | 2.37% | – |
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% |