ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,721 | +13.2% | 5,556 | +17.5% | 0.03% | +8.3% |
| Q2 2023 | $460,926 | -8.9% | 4,729 | -15.4% | 0.02% | -17.2% |
| Q1 2023 | $505,857 | -44.6% | 5,593 | -48.1% | 0.03% | -49.1% |
| Q4 2022 | $913,442 | -46.9% | 10,778 | -50.2% | 0.06% | -56.5% |
| Q3 2022 | $1,719,000 | +300.7% | 21,651 | +323.1% | 0.13% | +244.7% |
| Q2 2022 | $429,000 | -44.0% | 5,117 | -32.3% | 0.04% | -34.5% |
| Q1 2022 | $766,000 | +40.0% | 7,555 | +49.1% | 0.06% | +45.0% |
| Q4 2021 | $547,000 | +19.7% | 5,068 | +9.2% | 0.04% | +8.1% |
| Q3 2021 | $457,000 | -63.6% | 4,639 | -63.6% | 0.04% | -53.8% |
| Q2 2021 | $1,256,000 | +25.1% | 12,755 | +15.5% | 0.08% | +11.1% |
| Q1 2021 | $1,004,000 | +1.5% | 11,046 | -3.9% | 0.07% | -12.2% |
| Q4 2020 | $989,000 | +80.8% | 11,499 | +60.3% | 0.08% | +49.1% |
| Q3 2020 | $547,000 | +30.5% | 7,174 | +19.8% | 0.06% | -3.5% |
| Q2 2020 | $419,000 | +80.6% | 5,986 | +48.1% | 0.06% | +72.7% |
| Q1 2020 | $232,000 | +908.7% | 4,041 | +910.2% | 0.03% | +450.0% |
| Q1 2018 | $23,000 | -4.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $24,000 | – | 400 | – | 0.01% | – |
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% |