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 2023 | $113 | -22.1% | 1,073 | -30.1% | 0.00% | -33.3% |
| Q3 2023 | $145 | -12.1% | 1,536 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $165 | +2.5% | 1,690 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $161 | +5.2% | 1,778 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $153 | -98.8% | 1,803 | +1013.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 162 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -70.2% | 162 | -65.3% | 0.00% | -100.0% |
| Q1 2022 | $47,000 | +193.8% | 467 | +188.3% | 0.00% | – |
| Q3 2021 | $16,000 | – | 162 | – | 0.00% | – |
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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% |