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 2022 | $333,000 | -27.5% | 4,191 | -20.8% | 0.17% | -28.2% |
| Q2 2022 | $459,000 | -36.2% | 5,295 | -26.8% | 0.23% | -29.3% |
| Q1 2022 | $720,000 | -15.5% | 7,232 | -16.2% | 0.33% | -4.6% |
| Q4 2021 | $852,000 | -37.4% | 8,627 | -31.8% | 0.35% | -25.5% |
| Q3 2021 | $1,360,000 | +17.0% | 12,658 | +10.7% | 0.47% | +9.4% |
| Q2 2021 | $1,162,000 | +34.3% | 11,439 | +25.2% | 0.43% | +22.1% |
| Q1 2021 | $865,000 | -3.9% | 9,140 | -10.2% | 0.35% | -6.7% |
| Q4 2020 | $900,000 | +14.1% | 10,182 | -3.3% | 0.37% | -19.0% |
| Q2 2020 | $789,000 | +52.0% | 10,527 | +30.4% | 0.46% | +3.1% |
| Q1 2020 | $519,000 | – | 8,074 | – | 0.45% | – |
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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% |