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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |