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 | $1,716,189 | -26.4% | 18,414 | -23.0% | 0.09% | -24.6% |
| Q2 2023 | $2,331,394 | -1.2% | 23,922 | -9.0% | 0.11% | -8.8% |
| Q1 2023 | $2,360,283 | -49.7% | 26,275 | -52.6% | 0.12% | -61.2% |
| Q4 2022 | $4,693,899 | +16.9% | 55,385 | +18.2% | 0.32% | +5.9% |
| Q3 2022 | $4,017,000 | -9.1% | 46,851 | -11.0% | 0.30% | -14.4% |
| Q2 2022 | $4,418,000 | +20.3% | 52,656 | +25.7% | 0.36% | +22.8% |
| Q1 2022 | $3,671,000 | +464.8% | 41,897 | +534.5% | 0.29% | +351.6% |
| Q3 2021 | $650,000 | +24.3% | 6,603 | +24.3% | 0.06% | +18.5% |
| Q2 2021 | $523,000 | +36.2% | 5,314 | +25.6% | 0.05% | +20.0% |
| Q1 2021 | $384,000 | +12.9% | 4,230 | +7.0% | 0.04% | +4.7% |
| Q4 2020 | $340,000 | +117.9% | 3,953 | +93.6% | 0.04% | +87.0% |
| Q3 2020 | $156,000 | +4.7% | 2,042 | -4.0% | 0.02% | -4.2% |
| Q2 2020 | $149,000 | +136.5% | 2,126 | +92.9% | 0.02% | +100.0% |
| Q1 2020 | $63,000 | – | 1,102 | – | 0.01% | – |
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% |