ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,719,881 | -41.9% | 28,963 | -40.4% | 0.11% | -40.1% |
| Q2 2023 | $4,682,142 | +1.0% | 48,605 | -5.1% | 0.18% | -28.6% |
| Q1 2023 | $4,634,887 | -71.6% | 51,243 | -59.1% | 0.26% | -68.6% |
| Q4 2022 | $16,330,968 | +1.0% | 125,316 | -12.3% | 0.81% | -4.4% |
| Q3 2022 | $16,172,000 | +5.7% | 142,854 | +5.0% | 0.85% | +6.9% |
| Q2 2022 | $15,303,000 | +11.4% | 136,110 | -1.9% | 0.79% | +20.2% |
| Q1 2022 | $13,743,000 | +9.7% | 138,702 | +16.8% | 0.66% | +12.8% |
| Q4 2021 | $12,525,000 | +30.0% | 118,731 | +21.4% | 0.58% | +21.1% |
| Q3 2021 | $9,633,000 | +36.8% | 97,839 | +36.9% | 0.48% | +29.8% |
| Q2 2021 | $7,040,000 | +37.7% | 71,491 | +27.1% | 0.37% | +18.5% |
| Q1 2021 | $5,112,000 | +42.0% | 56,259 | +34.5% | 0.31% | +20.3% |
| Q4 2020 | $3,600,000 | +112.3% | 41,841 | +86.7% | 0.26% | +69.5% |
| Q3 2020 | $1,696,000 | +75.9% | 22,411 | +62.7% | 0.15% | +49.5% |
| Q2 2020 | $964,000 | +365.7% | 13,771 | +282.7% | 0.10% | +267.9% |
| Q1 2020 | $207,000 | – | 3,598 | – | 0.03% | – |
Download | ||||||
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% |