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 2022 | $14,034,000 | -6.5% | 176,722 | -1.2% | 2.26% | -1.9% |
| Q2 2022 | $15,014,000 | -17.0% | 178,948 | +0.3% | 2.31% | -4.3% |
| Q1 2022 | $18,090,000 | +5.4% | 178,488 | +12.2% | 2.41% | +11.0% |
| Q4 2021 | $17,163,000 | +47.7% | 159,062 | +34.8% | 2.17% | +32.4% |
| Q3 2021 | $11,620,000 | +11.0% | 118,014 | +11.0% | 1.64% | +5.9% |
| Q2 2021 | $10,468,000 | +25.8% | 106,303 | +16.1% | 1.55% | +13.2% |
| Q1 2021 | $8,322,000 | -42.4% | 91,576 | -45.5% | 1.37% | +9.8% |
| Q4 2020 | $14,446,000 | +136.1% | 167,920 | +109.2% | 1.25% | +3.9% |
| Q3 2020 | $6,118,000 | +8.1% | 80,280 | -0.7% | 1.20% | -1.3% |
| Q2 2020 | $5,660,000 | -30.6% | 80,867 | -43.0% | 1.22% | +9.1% |
| Q1 2020 | $8,158,000 | +67.8% | 141,894 | +108.1% | 1.12% | -4.3% |
| Q4 2019 | $4,863,000 | – | 68,183 | – | 1.16% | – |
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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% |