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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,596,206 | +0.5% | 39,759 | -5.8% | 0.66% | +0.3% |
| Q4 2022 | $3,578,228 | -46.8% | 42,221 | -50.2% | 0.66% | -54.6% |
| Q3 2022 | $6,728,000 | -9.6% | 84,723 | -4.5% | 1.45% | -4.9% |
| Q2 2022 | $7,442,000 | -19.0% | 88,697 | -2.2% | 1.52% | -3.8% |
| Q1 2022 | $9,192,000 | +2.8% | 90,700 | +9.4% | 1.58% | +9.2% |
| Q4 2021 | $8,944,000 | +14.1% | 82,896 | +4.1% | 1.45% | -3.5% |
| Q3 2021 | $7,841,000 | +11.8% | 79,636 | +11.8% | 1.50% | -6.1% |
| Q2 2021 | $7,015,000 | +21.9% | 71,239 | +12.5% | 1.60% | +14.7% |
| Q1 2021 | $5,755,000 | +10.5% | 63,332 | +10.6% | 1.39% | +12.6% |
| Q4 2020 | $5,206,000 | +71.0% | 57,286 | +43.4% | 1.24% | +43.4% |
| Q3 2020 | $3,044,000 | +34.9% | 39,939 | +23.8% | 0.86% | +31.4% |
| Q2 2020 | $2,257,000 | – | 32,250 | – | 0.66% | – |
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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% |