ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $384,931 | -51.2% | 4,256 | -54.3% | 0.11% | -56.0% |
| Q4 2022 | $789,557 | -36.0% | 9,316 | -40.0% | 0.25% | -36.4% |
| Q3 2022 | $1,233,000 | -28.1% | 15,528 | -24.0% | 0.40% | -21.7% |
| Q2 2022 | $1,714,000 | -13.2% | 20,434 | +4.9% | 0.51% | +30.1% |
| Q1 2022 | $1,974,000 | +105.4% | 19,481 | +118.8% | 0.39% | +92.6% |
| Q4 2021 | $961,000 | – | 8,902 | – | 0.20% | – |
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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% |