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 | $49,960 | -16.5% | 532 | -13.4% | 0.01% | -16.7% |
| Q2 2023 | $59,840 | +16.5% | 614 | +8.1% | 0.01% | 0.0% |
| Q1 2023 | $51,376 | +23.7% | 568 | +15.9% | 0.01% | +20.0% |
| Q4 2022 | $41,528 | -11.6% | 490 | -16.5% | 0.01% | -16.7% |
| Q3 2022 | $47,000 | +9.3% | 587 | +14.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -25.9% | 515 | -9.6% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -6.5% | 570 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $62,000 | +8.8% | 570 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $57,000 | 0.0% | 575 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | +3.6% | 580 | -3.3% | 0.01% | 0.0% |
| Q1 2021 | $55,000 | -22.5% | 600 | -27.3% | 0.01% | -30.0% |
| Q4 2020 | $71,000 | +12.7% | 825 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $63,000 | -12.5% | 825 | -20.3% | 0.01% | -16.7% |
| Q2 2020 | $72,000 | +60.0% | 1,035 | +31.8% | 0.01% | +50.0% |
| Q1 2020 | $45,000 | – | 785 | – | 0.01% | – |
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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% |