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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340 | -59.7% | 7,290 | -16.7% | 0.05% | -57.9% |
| Q2 2023 | $843 | +5.9% | 8,753 | -0.8% | 0.11% | +2.7% |
| Q1 2023 | $796 | +4.6% | 8,828 | -1.7% | 0.11% | +6.7% |
| Q4 2022 | $761 | -99.9% | 8,982 | -15.2% | 0.10% | -21.8% |
| Q3 2022 | $853,000 | -25.3% | 10,587 | -20.2% | 0.13% | -21.8% |
| Q2 2022 | $1,142,000 | +7.8% | 13,269 | +28.6% | 0.17% | +20.6% |
| Q1 2022 | $1,059,000 | -4.8% | 10,318 | +0.6% | 0.14% | -2.8% |
| Q4 2021 | $1,112,000 | +17.7% | 10,254 | +8.0% | 0.14% | +14.2% |
| Q3 2021 | $945,000 | +0.4% | 9,496 | 0.0% | 0.13% | -4.5% |
| Q2 2021 | $941,000 | +11.4% | 9,496 | -1.4% | 0.13% | +0.8% |
| Q1 2021 | $845,000 | 0.0% | 9,631 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $845,000 | – | 9,631 | – | 0.13% | – |
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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% |