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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,194,664 | +6.7% | 13,208 | 0.0% | 0.39% | -3.0% |
| Q4 2022 | $1,119,379 | +6.7% | 13,208 | 0.0% | 0.40% | +4.1% |
| Q3 2022 | $1,049,000 | -5.3% | 13,208 | 0.0% | 0.39% | -4.0% |
| Q2 2022 | $1,108,000 | -17.3% | 13,208 | 0.0% | 0.40% | -5.2% |
| Q1 2022 | $1,339,000 | -6.4% | 13,208 | -0.4% | 0.43% | -29.5% |
| Q4 2021 | $1,431,000 | +9.6% | 13,262 | 0.0% | 0.61% | +1.0% |
| Q3 2021 | $1,306,000 | -3.0% | 13,262 | -3.0% | 0.60% | -1.3% |
| Q2 2021 | $1,347,000 | +8.4% | 13,677 | 0.0% | 0.61% | +0.8% |
| Q1 2021 | $1,243,000 | +5.6% | 13,677 | 0.0% | 0.60% | -42.5% |
| Q4 2020 | $1,177,000 | +13.0% | 13,677 | 0.0% | 1.05% | -5.3% |
| Q3 2020 | $1,042,000 | -99.9% | 13,677 | 0.0% | 1.11% | +78.8% |
| Q2 2020 | $957,253,000 | +236258.8% | 13,677 | +94.6% | 0.62% | +57.5% |
| Q1 2020 | $405,000 | – | 7,028 | – | 0.39% | – |
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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% |