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 ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |