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 | $362,921,000 | -7.1% | 4,570,219 | -1.8% | 10.14% | -7.2% |
| Q2 2022 | $390,457,000 | -10.4% | 4,653,833 | +8.3% | 10.93% | +5.8% |
| Q1 2022 | $435,701,000 | +17.1% | 4,298,968 | +24.7% | 10.32% | +8.7% |
| Q4 2021 | $372,085,000 | +20.0% | 3,448,422 | +9.5% | 9.49% | +2.6% |
| Q3 2021 | $309,948,000 | +24.0% | 3,147,954 | +24.0% | 9.25% | +4.5% |
| Q2 2021 | $249,884,000 | +37.2% | 2,537,668 | +26.6% | 8.85% | -3.4% |
| Q1 2021 | $182,081,000 | +21.0% | 2,003,757 | +14.6% | 9.16% | -18.3% |
| Q4 2020 | $150,439,000 | +108.2% | 1,748,678 | +84.4% | 11.22% | +71.9% |
| Q3 2020 | $72,252,000 | +125.6% | 948,065 | +107.2% | 6.52% | +35.2% |
| Q2 2020 | $32,025,000 | +261.3% | 457,569 | +222.0% | 4.82% | +89.4% |
| Q1 2020 | $8,865,000 | – | 142,090 | – | 2.55% | – |
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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% |