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 | $203,127 | -3.6% | 2,163 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $210,806 | -43.1% | 2,163 | -47.2% | 0.00% | -55.6% |
| Q1 2023 | $370,754 | -69.7% | 4,099 | -73.4% | 0.01% | -73.5% |
| Q3 2022 | $1,224,000 | +338.7% | 15,412 | +459.2% | 0.03% | +385.7% |
| Q1 2022 | $279,000 | -6.1% | 2,756 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $297,000 | +9.6% | 2,756 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $271,000 | 0.0% | 2,756 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $271,000 | +8.4% | 2,756 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $250,000 | – | 2,756 | – | 0.01% | – |
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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% |