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 | $3,114,171 | -8.7% | 33,162 | -5.2% | 0.56% | -6.3% |
| Q2 2023 | $3,409,069 | +9.2% | 34,980 | +1.3% | 0.60% | +3.4% |
| Q1 2023 | $3,122,136 | -6.6% | 34,517 | -12.5% | 0.58% | -57.4% |
| Q4 2022 | $3,344,365 | +6.1% | 39,462 | -0.5% | 1.36% | -4.9% |
| Q3 2022 | $3,151,000 | -5.0% | 39,676 | +0.3% | 1.43% | +10.3% |
| Q2 2022 | $3,316,000 | -19.7% | 39,564 | -2.9% | 1.30% | -0.7% |
| Q1 2022 | $4,128,000 | +31.8% | 40,758 | +40.5% | 1.30% | +33.3% |
| Q4 2021 | $3,133,000 | -20.5% | 29,002 | -27.6% | 0.98% | -29.8% |
| Q3 2021 | $3,943,000 | +7.3% | 40,075 | +7.4% | 1.40% | +4.1% |
| Q2 2021 | $3,674,000 | +9.1% | 37,314 | +0.7% | 1.34% | +0.8% |
| Q1 2021 | $3,368,000 | +23.1% | 37,061 | +16.5% | 1.33% | +13.5% |
| Q4 2020 | $2,736,000 | +23.6% | 31,806 | +9.4% | 1.17% | +5.5% |
| Q3 2020 | $2,214,000 | +23.2% | 29,065 | +13.2% | 1.11% | -8.7% |
| Q2 2020 | $1,797,000 | – | 25,679 | – | 1.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |