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 | $2,532,659 | +56.8% | 26,859 | +62.1% | 1.08% | +61.9% |
| Q2 2023 | $1,615,205 | +12.0% | 16,573 | +3.9% | 0.67% | +7.5% |
| Q1 2023 | $1,442,587 | -5.4% | 15,949 | -11.3% | 0.62% | -15.9% |
| Q4 2022 | $1,524,398 | -17.8% | 17,987 | -22.9% | 0.74% | -20.6% |
| Q3 2022 | $1,854,000 | +28.8% | 23,344 | +36.1% | 0.93% | +31.4% |
| Q2 2022 | $1,439,000 | -10.4% | 17,152 | +8.2% | 0.71% | +15.1% |
| Q1 2022 | $1,606,000 | -1.2% | 15,846 | +5.2% | 0.62% | +3.5% |
| Q4 2021 | $1,625,000 | +30.9% | 15,059 | +19.5% | 0.60% | +24.7% |
| Q3 2021 | $1,241,000 | +47.7% | 12,605 | +47.7% | 0.48% | +40.6% |
| Q2 2021 | $840,000 | +21.9% | 8,532 | +12.5% | 0.34% | +6.6% |
| Q1 2021 | $689,000 | +82.8% | 7,581 | +72.7% | 0.32% | +54.9% |
| Q4 2020 | $377,000 | +41.7% | 4,390 | +25.4% | 0.21% | +17.0% |
| Q3 2020 | $266,000 | +5.1% | 3,502 | -3.4% | 0.18% | -13.7% |
| Q2 2020 | $253,000 | +21.1% | 3,625 | -0.4% | 0.20% | -7.3% |
| Q1 2020 | $209,000 | – | 3,638 | – | 0.22% | – |
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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% |