ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
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% |