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 | $11,737 | -3.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,182 | +7.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,306 | -63.7% | 125 | -66.0% | 0.00% | -50.0% |
| Q4 2022 | $31,187 | -13.4% | 368 | -19.3% | 0.00% | -20.0% |
| Q3 2022 | $36,000 | -2.7% | 456 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -19.6% | 448 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $46,000 | -4.2% | 448 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 448 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $44,000 | 0.0% | 448 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +33.3% | 448 | +23.4% | 0.01% | +25.0% |
| Q1 2021 | $33,000 | +6.5% | 363 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +63.2% | 363 | +49.4% | 0.00% | +33.3% |
| Q3 2020 | $19,000 | +11.8% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | – | 243 | – | 0.00% | – |
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% |