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 | $4,230,770 | -27.8% | 45,051 | -24.9% | 6.67% | -23.9% |
| Q2 2023 | $5,856,479 | -1.2% | 59,980 | -8.5% | 8.77% | -8.9% |
| Q1 2023 | $5,928,474 | -34.0% | 65,546 | -38.1% | 9.63% | -21.5% |
| Q4 2022 | $8,978,947 | -16.6% | 105,946 | -21.8% | 12.26% | +12.6% |
| Q3 2022 | $10,763,000 | +0.2% | 135,532 | +5.8% | 10.88% | -2.9% |
| Q2 2022 | $10,744,000 | -20.4% | 128,053 | -3.8% | 11.20% | -9.2% |
| Q1 2022 | $13,497,000 | +8.1% | 133,176 | +15.1% | 12.34% | +8.7% |
| Q4 2021 | $12,484,000 | +13.5% | 115,702 | +3.6% | 11.35% | +5.3% |
| Q3 2021 | $10,997,000 | +1.7% | 111,694 | +1.7% | 10.78% | +3.7% |
| Q2 2021 | $10,815,000 | +16.8% | 109,830 | +7.8% | 10.40% | +9.3% |
| Q1 2021 | $9,257,000 | -1.5% | 101,875 | -6.7% | 9.51% | -5.9% |
| Q4 2020 | $9,398,000 | – | 109,241 | – | 10.10% | – |
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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% |