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 | $1,033,855 | +54.6% | 11,009 | +60.5% | 0.29% | +50.5% |
| Q2 2023 | $668,576 | +14.7% | 6,860 | +6.4% | 0.19% | +1.1% |
| Q1 2023 | $582,950 | +31.5% | 6,445 | +23.2% | 0.19% | +16.8% |
| Q4 2022 | $443,243 | +6.8% | 5,230 | 0.0% | 0.16% | -3.0% |
| Q3 2022 | $415,000 | +24.6% | 5,230 | +31.9% | 0.17% | +24.8% |
| Q2 2022 | $333,000 | +4.7% | 3,965 | +26.5% | 0.13% | +27.9% |
| Q1 2022 | $318,000 | +1.3% | 3,135 | +7.7% | 0.10% | +6.1% |
| Q4 2021 | $314,000 | +45.4% | 2,910 | +32.9% | 0.10% | +28.9% |
| Q3 2021 | $216,000 | – | 2,190 | – | 0.08% | – |
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% |