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 | $800,677 | -10.1% | 8,526 | -6.7% | 0.05% | -34.7% |
| Q2 2023 | $890,589 | -22.1% | 9,138 | -27.7% | 0.08% | -25.0% |
| Q1 2023 | $1,143,249 | -10.6% | 12,640 | -16.2% | 0.10% | -20.0% |
| Q4 2022 | $1,278,240 | +8.1% | 15,082 | +1.3% | 0.12% | -1.6% |
| Q3 2022 | $1,182,000 | +41.4% | 14,889 | +49.5% | 0.13% | +86.8% |
| Q2 2022 | $836,000 | +13.0% | 9,960 | +36.3% | 0.07% | -16.0% |
| Q1 2022 | $740,000 | -2.9% | 7,306 | +3.4% | 0.08% | 0.0% |
| Q4 2021 | $762,000 | +64.9% | 7,066 | +50.5% | 0.08% | +42.1% |
| Q3 2021 | $462,000 | +33.1% | 4,695 | +33.3% | 0.06% | +29.5% |
| Q2 2021 | $347,000 | +30.0% | 3,523 | +19.7% | 0.04% | +12.8% |
| Q1 2021 | $267,000 | – | 2,942 | – | 0.04% | – |
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% |