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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $133,773 | -19.7% | 1,275 | -28.2% | 0.07% | -25.8% |
Q3 2023 | $166,690 | -3.6% | 1,775 | 0.0% | 0.09% | +1.1% |
Q2 2023 | $172,992 | +4.8% | 1,775 | -2.7% | 0.09% | -1.1% |
Q1 2023 | $165,071 | +6.7% | 1,825 | 0.0% | 0.09% | +4.7% |
Q4 2022 | $154,669 | +6.7% | 1,825 | 0.0% | 0.08% | 0.0% |
Q3 2022 | $145,000 | -18.5% | 1,825 | -14.1% | 0.08% | -12.4% |
Q2 2022 | $178,000 | -17.2% | 2,125 | 0.0% | 0.10% | 0.0% |
Q1 2022 | $215,000 | -6.1% | 2,125 | 0.0% | 0.10% | -4.0% |
Q4 2021 | $229,000 | +9.6% | 2,125 | 0.0% | 0.10% | +2.0% |
Q3 2021 | $209,000 | +30.6% | 2,125 | +30.8% | 0.10% | +28.6% |
Q2 2021 | $160,000 | +30.1% | 1,625 | +20.4% | 0.08% | +24.2% |
Q1 2021 | $123,000 | +6.0% | 1,350 | 0.0% | 0.06% | +5.1% |
Q4 2020 | $116,000 | +404.3% | 1,350 | +350.0% | 0.06% | +353.8% |
Q3 2020 | $23,000 | +64.3% | 300 | +50.0% | 0.01% | +62.5% |
Q2 2020 | $14,000 | – | 200 | – | 0.01% | – |
Download |
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% |