ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,053,036 | -1.4% | 11,434 | +6.1% | 0.06% | +1.8% |
| Q2 2023 | $1,068,480 | +15.8% | 10,780 | +6.1% | 0.06% | +3.7% |
| Q1 2023 | $923,078 | +11.8% | 10,160 | +13.3% | 0.05% | +5.9% |
| Q4 2022 | $825,750 | +23.8% | 8,966 | +13.2% | 0.05% | +6.2% |
| Q3 2022 | $667,000 | -7.1% | 7,922 | +1.4% | 0.05% | -7.7% |
| Q2 2022 | $718,000 | +5.4% | 7,812 | +0.1% | 0.05% | 0.0% |
| Q1 2022 | $681,000 | -8.7% | 7,808 | +3.3% | 0.05% | -1.9% |
| Q4 2021 | $746,000 | -1.5% | 7,555 | +6.0% | 0.05% | 0.0% |
| Q3 2021 | $757,000 | -4.7% | 7,126 | -9.0% | 0.05% | +76.7% |
| Q2 2021 | $794,000 | +124.3% | 7,834 | +112.4% | 0.03% | +3.4% |
| Q1 2021 | $354,000 | – | 3,688 | – | 0.03% | – |
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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% |