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 2023 | $5,056,875 | +9.2% | 55,170 | +18.1% | 0.25% | +5.5% |
Q2 2023 | $4,631,473 | +6.6% | 46,726 | -2.7% | 0.24% | -10.3% |
Q1 2023 | $4,343,472 | -2.2% | 48,021 | -2.2% | 0.26% | -6.7% |
Q4 2022 | $4,439,080 | +1711.9% | 49,110 | +1584.7% | 0.28% | +1242.9% |
Q2 2022 | $245,000 | -57.2% | 2,915 | -45.1% | 0.02% | -60.4% |
Q4 2021 | $573,000 | – | 5,310 | – | 0.05% | – |
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% |