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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $838,577 | -50.1% | 8,892 | -48.4% | 0.17% | -48.9% |
| Q2 2023 | $1,679,326 | -2.6% | 17,231 | -9.6% | 0.32% | -9.5% |
| Q1 2023 | $1,723,949 | -45.6% | 19,060 | -49.0% | 0.36% | -50.6% |
| Q4 2022 | $3,167,369 | -3.6% | 37,373 | -9.6% | 0.73% | -6.9% |
| Q3 2022 | $3,285,000 | -17.2% | 41,362 | -3.5% | 0.78% | -6.5% |
| Q2 2022 | $3,969,000 | -0.8% | 42,867 | +8.5% | 0.83% | +0.4% |
| Q1 2022 | $4,003,000 | -6.0% | 39,498 | -6.2% | 0.83% | -6.6% |
| Q4 2021 | $4,257,000 | +9.3% | 42,097 | +6.4% | 0.89% | +1.0% |
| Q3 2021 | $3,894,000 | +9.4% | 39,552 | +9.4% | 0.88% | +8.2% |
| Q2 2021 | $3,560,000 | +7.9% | 36,150 | +2.6% | 0.81% | +2.5% |
| Q1 2021 | $3,298,000 | +0.3% | 35,234 | -2.5% | 0.79% | -4.7% |
| Q4 2020 | $3,287,000 | +490.1% | 36,130 | +394.3% | 0.83% | +336.1% |
| Q3 2020 | $557,000 | +2.8% | 7,310 | +3.2% | 0.19% | +0.5% |
| Q2 2020 | $542,000 | +61.8% | 7,080 | +21.5% | 0.19% | +21.8% |
| Q1 2020 | $335,000 | – | 5,827 | – | 0.16% | – |
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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% |