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 | $7,405,487 | +11.4% | 70,582 | +0.2% | 2.05% | -0.7% |
| Q3 2023 | $6,645,665 | -4.4% | 70,467 | -1.2% | 2.06% | -4.0% |
| Q2 2023 | $6,948,000 | +46.2% | 71,291 | +35.7% | 2.15% | +36.8% |
| Q1 2023 | $4,753,765 | +18.0% | 52,554 | +10.6% | 1.57% | +11.6% |
| Q4 2022 | $4,028,184 | +13.8% | 47,530 | +6.6% | 1.41% | +4.5% |
| Q3 2022 | $3,541,000 | -23.9% | 44,590 | -19.6% | 1.35% | -19.7% |
| Q2 2022 | $4,652,000 | -16.0% | 55,450 | +1.4% | 1.68% | -4.1% |
| Q1 2022 | $5,540,000 | -4.4% | 54,661 | +1.8% | 1.75% | -0.3% |
| Q4 2021 | $5,793,000 | +5.9% | 53,689 | -3.3% | 1.76% | +2.9% |
| Q3 2021 | $5,468,000 | +6.4% | 55,533 | +6.4% | 1.71% | +4.2% |
| Q2 2021 | $5,139,000 | +38.9% | 52,187 | +28.2% | 1.64% | +28.4% |
| Q1 2021 | $3,700,000 | +30.3% | 40,719 | +23.3% | 1.28% | +19.9% |
| Q4 2020 | $2,840,000 | +52.7% | 33,011 | +35.3% | 1.06% | +29.9% |
| Q3 2020 | $1,860,000 | +212.1% | 24,401 | +186.7% | 0.82% | +195.7% |
| Q2 2020 | $596,000 | +56.0% | 8,510 | +28.2% | 0.28% | +33.8% |
| Q1 2020 | $382,000 | +82.8% | 6,640 | +126.8% | 0.21% | +122.6% |
| Q4 2019 | $209,000 | – | 2,928 | – | 0.09% | – |
Download | ||||||
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% |