ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,771 | -32.8% | 6,919 | -30.2% | 0.07% | -35.5% |
| Q2 2023 | $966,325 | +1.5% | 9,915 | -5.8% | 0.11% | -10.1% |
| Q1 2023 | $952,296 | -49.0% | 10,528 | -52.2% | 0.12% | -58.0% |
| Q4 2022 | $1,867,384 | -3.6% | 22,034 | -9.7% | 0.28% | -36.1% |
| Q3 2022 | $1,937,000 | +5.0% | 24,398 | +11.1% | 0.44% | -6.7% |
| Q2 2022 | $1,844,000 | -6.4% | 21,966 | +13.0% | 0.48% | -5.0% |
| Q1 2022 | $1,971,000 | -1.1% | 19,445 | +5.3% | 0.50% | -10.4% |
| Q4 2021 | $1,992,000 | – | 18,466 | – | 0.56% | – |
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% |