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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,477,829 | -20.0% | 53,371 | -3.4% | 1.25% | -9.7% |
| Q1 2022 | $5,597,857 | +0.7% | 55,232 | +7.2% | 1.38% | -3.0% |
| Q4 2021 | $5,557,200 | +12.9% | 51,503 | +3.0% | 1.42% | +1.4% |
| Q3 2021 | $4,923,546 | +47.4% | 50,005 | +47.4% | 1.41% | +45.1% |
| Q2 2021 | $3,341,352 | +7.1% | 33,932 | -1.2% | 0.97% | -4.2% |
| Q1 2021 | $3,120,494 | -3.2% | 34,340 | -8.3% | 1.01% | -11.2% |
| Q4 2020 | $3,222,685 | +50.2% | 37,460 | +33.0% | 1.14% | +30.9% |
| Q3 2020 | $2,145,791 | +20.6% | 28,156 | +10.8% | 0.87% | +6.0% |
| Q2 2020 | $1,779,000 | +111.3% | 25,423 | +73.6% | 0.82% | +83.3% |
| Q1 2020 | $842,000 | – | 14,645 | – | 0.45% | – |
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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% |