ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $516 | -99.9% | 6,089 | +37.0% | 0.02% | +33.3% |
| Q3 2022 | $353,000 | +7.0% | 4,446 | +13.1% | 0.01% | +9.1% |
| Q2 2022 | $330,000 | -7.8% | 3,930 | +11.4% | 0.01% | 0.0% |
| Q1 2022 | $358,000 | -40.4% | 3,527 | -36.6% | 0.01% | -38.9% |
| Q4 2021 | $601,000 | +12.1% | 5,567 | +2.3% | 0.02% | +5.9% |
| Q3 2021 | $536,000 | +14.8% | 5,443 | +14.8% | 0.02% | +13.3% |
| Q2 2021 | $467,000 | +13.9% | 4,740 | +5.0% | 0.02% | 0.0% |
| Q1 2021 | $410,000 | +6.5% | 4,516 | +1.0% | 0.02% | 0.0% |
| Q4 2020 | $385,000 | – | 4,473 | – | 0.02% | – |
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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% |