ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $71,218,735 | +11.9% | 840,339 | +4.9% | 0.35% | +0.6% |
| Q3 2022 | $63,626,000 | +0.5% | 801,231 | +6.2% | 0.34% | +3.6% |
| Q2 2022 | $63,304,000 | -9.8% | 754,512 | +9.0% | 0.33% | +1.2% |
| Q1 2022 | $70,145,000 | -1.2% | 692,111 | +5.3% | 0.33% | +0.3% |
| Q4 2021 | $71,027,000 | +15.7% | 657,450 | +5.5% | 0.33% | +6.2% |
| Q3 2021 | $61,365,000 | +8.5% | 623,248 | +8.5% | 0.31% | +4.8% |
| Q2 2021 | $56,568,000 | +20.3% | 574,470 | +11.0% | 0.29% | +7.7% |
| Q1 2021 | $47,023,000 | +27.6% | 517,470 | +20.8% | 0.27% | +16.2% |
| Q4 2020 | $36,853,000 | +47.1% | 428,377 | +30.3% | 0.24% | +24.3% |
| Q3 2020 | $25,059,000 | +27.6% | 328,809 | +17.2% | 0.19% | +16.7% |
| Q2 2020 | $19,641,000 | – | 280,625 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |