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 | $745,767 | +116.4% | 7,941 | +124.6% | 0.05% | +121.7% |
| Q2 2023 | $344,551 | -61.7% | 3,535 | -64.4% | 0.02% | -67.6% |
| Q1 2023 | $898,835 | +8.7% | 9,937 | +1.9% | 0.07% | -2.7% |
| Q4 2022 | $826,746 | +313.4% | 9,755 | +308.8% | 0.07% | +284.2% |
| Q2 2022 | $200,000 | -35.9% | 2,386 | -22.7% | 0.02% | -24.0% |
| Q1 2022 | $312,000 | -66.7% | 3,085 | -64.5% | 0.02% | -66.7% |
| Q4 2021 | $938,000 | +2187.8% | 8,700 | +21119.5% | 0.08% | +1400.0% |
| Q3 2021 | $41,000 | -91.0% | 41 | -99.1% | 0.01% | -89.4% |
| Q2 2021 | $456,000 | +64.0% | 4,635 | +51.0% | 0.05% | +42.4% |
| Q1 2021 | $278,000 | +26.4% | 3,069 | +20.0% | 0.03% | +10.0% |
| Q4 2020 | $220,000 | – | 2,558 | – | 0.03% | – |
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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% |