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 | $358,924 | -4.2% | 3,822 | -0.6% | 0.01% | -13.3% |
| Q2 2023 | $374,831 | -2.3% | 3,846 | -9.4% | 0.02% | -6.2% |
| Q1 2023 | $383,779 | +6.1% | 4,243 | -0.6% | 0.02% | 0.0% |
| Q4 2022 | $361,883 | -9.3% | 4,270 | -15.0% | 0.02% | -15.8% |
| Q3 2022 | $399,000 | -16.4% | 5,021 | -11.7% | 0.02% | -17.4% |
| Q2 2022 | $477,000 | -17.8% | 5,685 | +5.8% | 0.02% | -4.2% |
| Q4 2021 | $580,000 | +18.4% | 5,374 | +8.0% | 0.02% | +4.3% |
| Q3 2021 | $490,000 | +3.4% | 4,978 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $474,000 | +8.2% | 4,789 | +0.5% | 0.02% | -8.0% |
| Q1 2021 | $438,000 | +3.5% | 4,766 | -3.0% | 0.02% | -19.4% |
| Q4 2020 | $423,000 | -5.6% | 4,913 | -16.3% | 0.03% | -22.5% |
| Q3 2020 | $448,000 | +10.9% | 5,872 | +1.7% | 0.04% | 0.0% |
| Q2 2020 | $404,000 | – | 5,776 | – | 0.04% | – |
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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% |