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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,044 | -99.9% | 12,313 | -11.0% | 0.73% | -9.5% |
| Q3 2022 | $1,098,000 | +2.8% | 13,828 | +8.7% | 0.80% | -3.6% |
| Q2 2022 | $1,068,000 | -3.3% | 12,720 | +16.6% | 0.83% | +61.6% |
| Q1 2022 | $1,105,000 | +81.7% | 10,913 | +93.7% | 0.52% | +83.9% |
| Q4 2021 | $608,000 | +1047.2% | 5,635 | +945.5% | 0.28% | +937.0% |
| Q3 2021 | $53,000 | +165.0% | 539 | +169.5% | 0.03% | +170.0% |
| Q2 2021 | $20,000 | – | 200 | – | 0.01% | – |
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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% |