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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,233,440 | +1.2% | 14,554 | -5.3% | 1.40% | -3.5% |
| Q3 2022 | $1,219,000 | -4.1% | 15,362 | +1.4% | 1.45% | +3.2% |
| Q2 2022 | $1,271,000 | -14.4% | 15,152 | +3.5% | 1.41% | -4.5% |
| Q1 2022 | $1,484,000 | +0.3% | 14,646 | +6.8% | 1.47% | -2.6% |
| Q4 2021 | $1,479,000 | +10.3% | 13,709 | +1.2% | 1.51% | -4.5% |
| Q3 2021 | $1,341,000 | +11.8% | 13,546 | +11.1% | 1.58% | +6.7% |
| Q2 2021 | $1,200,000 | +1.1% | 12,189 | -6.7% | 1.48% | -1.7% |
| Q1 2021 | $1,187,000 | -47.8% | 13,066 | -50.6% | 1.51% | -5.3% |
| Q4 2020 | $2,274,000 | +63.6% | 26,430 | +45.0% | 1.59% | +52.1% |
| Q3 2020 | $1,390,000 | +14.6% | 18,232 | +5.2% | 1.05% | +4.6% |
| Q2 2020 | $1,213,000 | +133.7% | 17,326 | +91.8% | 1.00% | +96.1% |
| Q1 2020 | $519,000 | – | 9,033 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |