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 | $4,090,022 | +9.6% | 43,553 | +13.8% | 0.93% | +11.3% |
| Q2 2023 | $3,731,117 | +31.3% | 38,284 | +21.9% | 0.84% | +20.9% |
| Q1 2023 | $2,841,577 | +35.5% | 31,416 | +27.0% | 0.69% | +15.7% |
| Q4 2022 | $2,097,147 | +485.8% | 24,745 | +448.5% | 0.60% | +364.3% |
| Q3 2022 | $358,000 | -76.9% | 4,511 | -75.6% | 0.13% | -77.7% |
| Q2 2022 | $1,553,000 | +11.2% | 18,513 | +31.4% | 0.58% | +26.4% |
| Q1 2022 | $1,397,000 | – | 14,090 | – | 0.46% | – |
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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% |