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 | $1,706,439 | +220.7% | 18,171 | +232.9% | 0.04% | +207.1% |
| Q2 2023 | $532,034 | +45.8% | 5,459 | +35.3% | 0.01% | +40.0% |
| Q1 2023 | $364,966 | +71.3% | 4,035 | +50.5% | 0.01% | +42.9% |
| Q3 2022 | $213,000 | -11.6% | 2,681 | -6.7% | 0.01% | -36.4% |
| Q2 2022 | $241,000 | -1.6% | 2,875 | +18.9% | 0.01% | -8.3% |
| Q1 2022 | $245,000 | -54.5% | 2,417 | -55.8% | 0.01% | -72.1% |
| Q3 2021 | $538,000 | +92.8% | 5,467 | +68.6% | 0.04% | +43.3% |
| Q4 2020 | $279,000 | – | 3,242 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |