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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |