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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,940 | -21.8% | 533 | -27.5% | 0.04% | -18.6% |
| Q1 2023 | $66,460 | -69.6% | 735 | -71.5% | 0.04% | -74.1% |
| Q4 2022 | $218,411 | -5.4% | 2,577 | -11.6% | 0.17% | +0.6% |
| Q3 2022 | $231,000 | -7.2% | 2,914 | -1.8% | 0.16% | 0.0% |
| Q2 2022 | $249,000 | -6.4% | 2,968 | +13.1% | 0.16% | +13.0% |
| Q1 2022 | $266,000 | +8.1% | 2,624 | +15.1% | 0.15% | +2.1% |
| Q4 2021 | $246,000 | -17.4% | 2,280 | -24.8% | 0.14% | -21.4% |
| Q3 2021 | $298,000 | +1.0% | 3,031 | +1.2% | 0.18% | +7.1% |
| Q2 2021 | $295,000 | +104.9% | 2,996 | +88.8% | 0.17% | +66.7% |
| Q1 2021 | $144,000 | – | 1,587 | – | 0.10% | – |
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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% |