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 | $3,049,000 | +18.5% | 32,329 | +22.4% | 0.19% | +33.6% |
| Q2 2023 | $2,574,000 | +167260.2% | 26,409 | +55.3% | 0.14% | +20.2% |
| Q1 2023 | $1,538 | -77.9% | 17,004 | -79.3% | 0.12% | -73.6% |
| Q4 2022 | $6,969 | -99.8% | 82,233 | +122.5% | 0.45% | +52.4% |
| Q3 2022 | $2,935,000 | -40.7% | 36,958 | -19.4% | 0.30% | +4.2% |
| Q4 2021 | $4,948,000 | +14.9% | 45,856 | +4.9% | 0.28% | -2.4% |
| Q3 2021 | $4,306,000 | -16.8% | 43,731 | -16.8% | 0.29% | -15.2% |
| Q2 2021 | $5,178,000 | -47.3% | 52,585 | -48.7% | 0.34% | +0.3% |
| Q1 2021 | $9,818,000 | +56.0% | 102,515 | +40.2% | 0.34% | +27.1% |
| Q4 2020 | $6,293,000 | +3.9% | 73,145 | -8.0% | 0.27% | -11.2% |
| Q3 2020 | $6,058,000 | +0.4% | 79,487 | -7.8% | 0.30% | -8.5% |
| Q2 2020 | $6,031,000 | +108.6% | 86,176 | +71.3% | 0.33% | +54.7% |
| Q1 2020 | $2,891,000 | +203.4% | 50,293 | +276.3% | 0.21% | +193.2% |
| Q4 2019 | $953,000 | +19.4% | 13,364 | +9.5% | 0.07% | +10.6% |
| Q3 2019 | $798,000 | – | 12,201 | – | 0.07% | – |
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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% |