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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,692 | -1.7% | 7,142 | +2.0% | 0.06% | 0.0% |
| Q2 2023 | $682,336 | +7.9% | 7,001 | +0.2% | 0.06% | -6.7% |
| Q1 2023 | $632,241 | +11.4% | 6,990 | +4.4% | 0.06% | +3.4% |
| Q4 2022 | $567,476 | +7.3% | 6,696 | +0.5% | 0.06% | -4.9% |
| Q3 2022 | $529,000 | -5.7% | 6,666 | -0.4% | 0.06% | -3.2% |
| Q2 2022 | $561,000 | -18.6% | 6,690 | -1.5% | 0.06% | -4.5% |
| Q1 2022 | $689,000 | +1.8% | 6,794 | +8.3% | 0.07% | +3.1% |
| Q4 2021 | $677,000 | +117.0% | 6,272 | +98.2% | 0.06% | +88.2% |
| Q3 2021 | $312,000 | 0.0% | 3,164 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $312,000 | +9.9% | 3,164 | +1.2% | 0.03% | +3.1% |
| Q1 2021 | $284,000 | -2.4% | 3,128 | -7.5% | 0.03% | -11.1% |
| Q4 2020 | $291,000 | -12.6% | 3,380 | -29.0% | 0.04% | -26.5% |
| Q2 2020 | $333,000 | – | 4,760 | – | 0.05% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
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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% |