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 | $44,607 | -72.1% | 475 | -71.1% | 0.00% | -70.0% |
| Q2 2023 | $159,931 | -31.5% | 1,641 | -36.5% | 0.01% | -37.5% |
| Q1 2023 | $233,632 | +213.4% | 2,583 | +193.9% | 0.02% | +166.7% |
| Q4 2022 | $74,543 | -69.3% | 879 | -71.3% | 0.01% | -70.0% |
| Q3 2022 | $243,000 | +417.0% | 3,066 | +437.9% | 0.02% | +300.0% |
| Q2 2022 | $47,000 | -52.0% | 570 | -41.1% | 0.01% | -37.5% |
| Q1 2022 | $98,000 | -49.7% | 968 | -46.5% | 0.01% | -50.0% |
| Q4 2021 | $195,000 | -18.4% | 1,808 | -25.7% | 0.02% | -20.0% |
| Q3 2021 | $239,000 | -9.5% | 2,435 | -9.4% | 0.02% | -25.9% |
| Q2 2021 | $264,000 | -28.8% | 2,688 | -34.2% | 0.03% | -32.5% |
| Q1 2021 | $371,000 | +2218.8% | 4,088 | +1985.7% | 0.04% | +1900.0% |
| Q4 2020 | $16,000 | -54.3% | 196 | -57.9% | 0.00% | -60.0% |
| Q3 2020 | $35,000 | -46.2% | 466 | -50.1% | 0.01% | -50.0% |
| Q2 2020 | $65,000 | – | 934 | – | 0.01% | – |
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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% |