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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $253,104 | -3.4% | 2,597 | -10.4% | 0.03% | -8.6% |
| Q1 2023 | $262,124 | -53.4% | 2,898 | -56.3% | 0.04% | -58.8% |
| Q4 2022 | $561,977 | -25.4% | 6,631 | -30.1% | 0.08% | -34.6% |
| Q3 2022 | $753,000 | -7.3% | 9,486 | -2.0% | 0.13% | -2.3% |
| Q2 2022 | $812,000 | -23.3% | 9,682 | -7.3% | 0.13% | -28.9% |
| Q1 2022 | $1,058,000 | -3.2% | 10,439 | +3.0% | 0.19% | -4.6% |
| Q4 2021 | $1,093,000 | +41.4% | 10,131 | +29.0% | 0.20% | +21.7% |
| Q3 2021 | $773,000 | +68.0% | 7,855 | +68.2% | 0.16% | +57.8% |
| Q2 2021 | $460,000 | +86.2% | 4,671 | +71.6% | 0.10% | +64.5% |
| Q1 2021 | $247,000 | – | 2,722 | – | 0.06% | – |
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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% |