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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $32,435,000 | +16.5% | 300,601 | +6.3% | 12.12% | +6.2% |
| Q3 2021 | $27,833,000 | +4.3% | 282,683 | +4.3% | 11.41% | +4.1% |
| Q2 2021 | $26,678,000 | +12.9% | 270,930 | +4.2% | 10.96% | +0.9% |
| Q1 2021 | $23,623,000 | +4.3% | 259,965 | -1.3% | 10.86% | -0.7% |
| Q4 2020 | $22,659,000 | +12.3% | 263,385 | -0.5% | 10.93% | -11.9% |
| Q3 2020 | $20,172,000 | -9.0% | 264,685 | -16.4% | 12.41% | -10.3% |
| Q2 2020 | $22,172,000 | +581.6% | 316,793 | +459.9% | 13.83% | +225.2% |
| Q1 2020 | $3,253,000 | -13.7% | 56,580 | +11.3% | 4.25% | +5.5% |
| Q4 2019 | $3,771,000 | – | 50,837 | – | 4.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |