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 | $4,657 | -99.9% | 49,593 | -28.2% | 1.16% | -30.3% |
| Q2 2023 | $6,733,954 | +3.6% | 69,095 | -3.8% | 1.66% | +24.1% |
| Q1 2023 | $6,498,474 | -62.8% | 71,846 | -67.4% | 1.34% | -71.2% |
| Q3 2022 | $17,481,000 | -1.8% | 220,209 | +3.8% | 4.66% | -35.4% |
| Q2 2022 | $17,793,000 | -15.1% | 212,154 | +2.3% | 7.22% | -4.5% |
| Q1 2022 | $20,947,000 | +1.8% | 207,299 | +8.2% | 7.56% | +746.6% |
| Q4 2021 | $20,570,000 | +17.0% | 191,517 | +7.2% | 0.89% | -85.8% |
| Q3 2021 | $17,587,000 | +23.9% | 178,619 | +23.9% | 6.27% | +13.7% |
| Q2 2021 | $14,196,000 | +21.1% | 144,201 | +7.0% | 5.52% | -3.6% |
| Q1 2021 | $11,722,000 | 0.0% | 134,830 | 0.0% | 5.72% | -0.2% |
| Q4 2020 | $11,722,000 | +33.6% | 134,830 | +17.1% | 5.74% | +10.9% |
| Q3 2020 | $8,775,000 | +28.6% | 115,141 | +18.1% | 5.17% | +7.7% |
| Q2 2020 | $6,825,000 | +131.6% | 97,512 | +91.2% | 4.80% | +86.6% |
| Q1 2020 | $2,947,000 | – | 50,998 | – | 2.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |