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 | $431,610 | -4.9% | 4,596 | 0.0% | 0.14% | -2.9% |
Q2 2023 | $453,855 | -2.6% | 4,596 | -9.8% | 0.14% | +2.2% |
Q1 2023 | $466,162 | +8.0% | 5,093 | 0.0% | 0.14% | -0.7% |
Q4 2022 | $431,632 | +45.3% | 5,093 | +36.2% | 0.14% | +33.0% |
Q3 2022 | $297,000 | -2.3% | 3,738 | +3.3% | 0.10% | -1.0% |
Q2 2022 | $304,000 | +162.1% | 3,619 | +216.3% | 0.10% | +181.1% |
Q1 2022 | $116,000 | +329.6% | 1,144 | +354.0% | 0.04% | +311.1% |
Q4 2021 | $27,000 | +12.5% | 252 | +4.1% | 0.01% | 0.0% |
Q3 2021 | $24,000 | +9.1% | 242 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $22,000 | – | 242 | – | 0.01% | – |
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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% |