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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,407 | -99.4% | 76 | -99.5% | 0.00% | -99.3% |
| Q1 2023 | $1,322,623 | -6.6% | 14,623 | -5.5% | 0.15% | +51.5% |
| Q4 2022 | $1,415,424 | -53.1% | 15,467 | -52.9% | 0.10% | -52.9% |
| Q1 2022 | $3,020,000 | +6.2% | 32,821 | +17.1% | 0.21% | +12.3% |
| Q4 2021 | $2,843,000 | +1.5% | 28,030 | +6.8% | 0.19% | +0.5% |
| Q3 2021 | $2,802,000 | +23.2% | 26,251 | +17.5% | 0.19% | +16.2% |
| Q2 2021 | $2,274,000 | +14.0% | 22,333 | +6.5% | 0.16% | +3.2% |
| Q1 2021 | $1,995,000 | +15.5% | 20,977 | +8.5% | 0.16% | +5.4% |
| Q4 2020 | $1,727,000 | +2.7% | 19,334 | -7.4% | 0.15% | -10.4% |
| Q3 2020 | $1,682,000 | +14.4% | 20,868 | +8.6% | 0.16% | +7.9% |
| Q2 2020 | $1,470,000 | +20.1% | 19,213 | +0.8% | 0.15% | -4.4% |
| Q1 2020 | $1,224,000 | +240.0% | 19,058 | +298.2% | 0.16% | +269.8% |
| Q4 2019 | $360,000 | – | 4,786 | – | 0.04% | – |
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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% |