ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $316,170 | -61.5% | 3,244 | -64.3% | 0.17% | -65.8% |
| Q1 2023 | $822,034 | -10.5% | 9,088 | -16.2% | 0.50% | -23.8% |
| Q4 2022 | $918,695 | -7.7% | 10,840 | -13.5% | 0.66% | -23.9% |
| Q3 2022 | $995,000 | -5.5% | 12,534 | -0.1% | 0.86% | +0.2% |
| Q2 2022 | $1,053,000 | -12.1% | 12,552 | +6.2% | 0.86% | +34.8% |
| Q1 2022 | $1,198,000 | -2.4% | 11,822 | +3.9% | 0.64% | +14.7% |
| Q4 2021 | $1,228,000 | +9.3% | 11,382 | -0.3% | 0.56% | +10.5% |
| Q3 2021 | $1,124,000 | -0.6% | 11,417 | -0.6% | 0.50% | +1.8% |
| Q2 2021 | $1,131,000 | +7.0% | 11,489 | -1.2% | 0.49% | -10.8% |
| Q1 2021 | $1,057,000 | +3.4% | 11,628 | -2.1% | 0.55% | -11.4% |
| Q4 2020 | $1,022,000 | – | 11,882 | – | 0.62% | – |
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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% |