ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,688 | -51.9% | 2,978 | -50.1% | 0.09% | -50.8% |
| Q2 2023 | $581,688 | +8.1% | 5,968 | +0.3% | 0.18% | +3.4% |
| Q1 2023 | $538,256 | -61.6% | 5,951 | -64.0% | 0.18% | -64.5% |
| Q4 2022 | $1,402,181 | -14.4% | 16,545 | -19.9% | 0.50% | -19.2% |
| Q3 2022 | $1,639,000 | -13.0% | 20,646 | -8.0% | 0.62% | -7.1% |
| Q2 2022 | $1,883,000 | -18.3% | 22,443 | -1.4% | 0.67% | -8.7% |
| Q1 2022 | $2,306,000 | -6.7% | 22,757 | -0.6% | 0.74% | -4.7% |
| Q4 2021 | $2,471,000 | +33.6% | 22,897 | +21.9% | 0.77% | +25.1% |
| Q3 2021 | $1,849,000 | -8.4% | 18,779 | -8.4% | 0.62% | -4.6% |
| Q2 2021 | $2,019,000 | +43.5% | 20,499 | +32.4% | 0.65% | +31.2% |
| Q1 2021 | $1,407,000 | +65.7% | 15,480 | +56.9% | 0.49% | +52.2% |
| Q4 2020 | $849,000 | +47.1% | 9,869 | +30.3% | 0.32% | +37.3% |
| Q3 2020 | $577,000 | +14.7% | 7,576 | +5.4% | 0.24% | +0.9% |
| Q2 2020 | $503,000 | – | 7,189 | – | 0.23% | – |
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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% |