ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515 | -11.4% | 16,134 | -8.0% | 0.13% | -9.2% |
| Q2 2023 | $1,710 | -5.5% | 17,546 | -12.3% | 0.14% | -28.6% |
| Q1 2023 | $1,810 | +1.3% | 20,006 | -5.1% | 0.20% | -7.0% |
| Q4 2022 | $1,786 | -99.4% | 21,071 | +502.7% | 0.21% | +494.4% |
| Q3 2022 | $278,000 | -60.1% | 3,496 | -57.8% | 0.04% | -57.6% |
| Q2 2022 | $696,000 | +99.4% | 8,291 | +140.6% | 0.08% | +136.1% |
| Q1 2022 | $349,000 | -6.2% | 3,446 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $372,000 | +36.8% | 3,446 | +24.8% | 0.04% | +28.6% |
| Q3 2021 | $272,000 | 0.0% | 2,761 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $272,000 | +3.0% | 2,761 | -4.8% | 0.03% | -9.7% |
| Q1 2021 | $264,000 | +6.0% | 2,900 | 0.0% | 0.03% | +3.3% |
| Q4 2020 | $249,000 | – | 2,900 | – | 0.03% | – |
Download | ||||||
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% |