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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,824 | -9.9% | 147,200 | -6.5% | 1.06% | -18.8% |
| Q2 2023 | $15,343 | +7.2% | 157,427 | -0.5% | 1.31% | -2.7% |
| Q1 2023 | $14,309 | +12.6% | 158,196 | +5.5% | 1.34% | -8.3% |
| Q4 2022 | $12,711 | -99.9% | 149,979 | -13.1% | 1.47% | -13.3% |
| Q3 2022 | $13,705,000 | -11.3% | 172,586 | -6.3% | 1.69% | -8.4% |
| Q2 2022 | $15,457,000 | -17.2% | 184,228 | +0.0% | 1.85% | -6.7% |
| Q1 2022 | $18,668,000 | +16.8% | 184,188 | +24.4% | 1.98% | +13.3% |
| Q4 2021 | $15,981,000 | +11.3% | 148,107 | +1.6% | 1.75% | -18.2% |
| Q3 2021 | $14,356,000 | +9.1% | 145,807 | +9.1% | 2.14% | +8.3% |
| Q2 2021 | $13,163,000 | +8.9% | 133,673 | +0.5% | 1.97% | +2.3% |
| Q1 2021 | $12,083,000 | +11.2% | 132,973 | +5.3% | 1.93% | +17.2% |
| Q4 2020 | $10,869,000 | +40.9% | 126,339 | +24.8% | 1.65% | +41.7% |
| Q3 2020 | $7,714,000 | +7.2% | 101,225 | -1.6% | 1.16% | +7.4% |
| Q2 2020 | $7,197,000 | +51.5% | 102,829 | +24.5% | 1.08% | +5.8% |
| Q1 2020 | $4,750,000 | – | 82,622 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |