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 | $28,674,298 | -0.9% | 305,338 | +2.8% | 3.35% | +1.4% |
| Q2 2023 | $28,944,491 | +12.7% | 296,988 | +4.6% | 3.31% | +9.0% |
| Q1 2023 | $25,679,102 | +4.8% | 283,904 | -1.8% | 3.03% | -1.3% |
| Q4 2022 | $24,492,777 | +12.7% | 289,000 | +5.6% | 3.07% | +4.4% |
| Q3 2022 | $21,724,000 | +0.8% | 273,564 | +6.5% | 2.94% | +4.9% |
| Q2 2022 | $21,559,000 | -10.8% | 256,963 | +7.8% | 2.81% | +0.9% |
| Q1 2022 | $24,167,000 | +3.5% | 238,447 | +10.2% | 2.78% | +5.6% |
| Q4 2021 | $23,348,000 | +16.7% | 216,385 | +6.5% | 2.63% | +4.7% |
| Q3 2021 | $20,006,000 | +16.8% | 203,191 | +16.8% | 2.52% | +6.2% |
| Q2 2021 | $17,129,000 | +34.5% | 173,949 | +24.1% | 2.37% | +11.8% |
| Q1 2021 | $12,733,000 | +48.0% | 140,119 | +40.1% | 2.12% | +19.1% |
| Q4 2020 | $8,602,000 | +68.3% | 99,984 | +49.1% | 1.78% | +30.6% |
| Q3 2020 | $5,112,000 | +77.9% | 67,077 | +63.4% | 1.36% | +53.2% |
| Q2 2020 | $2,874,000 | +62.0% | 41,059 | +33.1% | 0.89% | +33.5% |
| Q1 2020 | $1,774,000 | +174.6% | 30,850 | +240.6% | 0.67% | +173.0% |
| Q4 2019 | $646,000 | – | 9,058 | – | 0.24% | – |
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% |