ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $124,000 | -96.9% | 1,479 | -96.3% | 0.09% | -89.9% |
| Q1 2022 | $4,064,000 | +1.4% | 40,102 | +7.9% | 0.92% | +8.5% |
| Q4 2021 | $4,008,000 | +15.7% | 37,149 | +5.6% | 0.85% | +9.0% |
| Q3 2021 | $3,464,000 | +22.1% | 35,185 | +22.1% | 0.78% | +20.9% |
| Q2 2021 | $2,838,000 | +51.1% | 28,825 | +39.5% | 0.64% | +38.4% |
| Q1 2021 | $1,878,000 | -47.6% | 20,668 | -50.4% | 0.47% | -29.5% |
| Q4 2020 | $3,585,000 | +81.5% | 41,675 | +60.8% | 0.66% | +59.3% |
| Q3 2020 | $1,975,000 | +11.0% | 25,911 | +1.9% | 0.42% | +7.8% |
| Q2 2020 | $1,780,000 | +229.6% | 25,432 | +170.6% | 0.38% | +175.0% |
| Q1 2020 | $540,000 | – | 9,397 | – | 0.14% | – |
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% |