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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
MCIA Inc | 137,124 | $8,555,000 | 4.42% |
VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |