ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,102,000 | -17.2% | 72,728 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $7,371,000 | -41.2% | 72,728 | -37.4% | 0.01% | -44.4% |
| Q4 2021 | $12,541,000 | +9.6% | 116,228 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,444,000 | -14.7% | 116,228 | -14.7% | 0.01% | -18.2% |
| Q2 2021 | $13,414,000 | +1.9% | 136,228 | -6.0% | 0.01% | -15.4% |
| Q1 2021 | $13,170,000 | – | 144,928 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |