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 | $245,227 | -15.3% | 2,611 | -12.1% | 0.11% | -26.0% |
| Q2 2023 | $289,680 | -17.7% | 2,972 | -14.4% | 0.15% | -27.9% |
| Q1 2023 | $351,869 | +16.7% | 3,472 | -2.4% | 0.21% | +2.0% |
| Q4 2022 | $301,609 | +7.0% | 3,559 | +0.2% | 0.20% | +17.2% |
| Q3 2022 | $282,000 | -10.2% | 3,552 | -5.0% | 0.17% | -0.6% |
| Q2 2022 | $314,000 | -10.8% | 3,737 | +7.6% | 0.18% | +15.1% |
| Q1 2022 | $352,000 | +10.7% | 3,472 | +18.0% | 0.15% | +10.9% |
| Q4 2021 | $318,000 | +11.2% | 2,943 | +1.2% | 0.14% | -16.5% |
| Q3 2021 | $286,000 | -0.7% | 2,908 | -0.5% | 0.16% | +3.1% |
| Q2 2021 | $288,000 | +70.4% | 2,922 | +57.4% | 0.16% | +51.4% |
| Q1 2021 | $169,000 | +445.2% | 1,857 | +418.7% | 0.10% | +337.5% |
| Q4 2020 | $31,000 | -24.4% | 358 | -35.3% | 0.02% | -36.8% |
| Q3 2020 | $41,000 | – | 553 | – | 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% |