ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,209 | +106.7% | 918 | +114.5% | 0.00% | +100.0% |
| Q2 2023 | $41,713 | +80.8% | 428 | +67.8% | 0.00% | +100.0% |
| Q1 2023 | $23,065 | +6.7% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,611 | +8.1% | 255 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -47.4% | 255 | -44.0% | 0.00% | -50.0% |
| Q2 2022 | $38,000 | -34.5% | 455 | -21.6% | 0.00% | 0.0% |
| Q1 2022 | $58,000 | -29.3% | 580 | -24.4% | 0.00% | -33.3% |
| Q4 2021 | $82,000 | +7.9% | 767 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $76,000 | +35.7% | 767 | +35.3% | 0.00% | +50.0% |
| Q2 2021 | $56,000 | -45.1% | 567 | -47.2% | 0.00% | -33.3% |
| Q1 2021 | $102,000 | +43.7% | 1,073 | -23.2% | 0.00% | 0.0% |
| Q4 2020 | $71,000 | +208.7% | 1,397 | +347.8% | 0.00% | +200.0% |
| Q3 2020 | $23,000 | +9.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -22.7% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +10.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | +5.3% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -20.0% | 312 | -2.5% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | – | 320 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |