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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,626 | -3.3% | 11,752 | +0.4% | 0.17% | +1.8% |
| Q2 2023 | $1,141,155 | -18.6% | 11,709 | -24.5% | 0.17% | -23.5% |
| Q1 2023 | $1,402,569 | +12.6% | 15,507 | +5.5% | 0.22% | +6.9% |
| Q4 2022 | $1,245,563 | +15.8% | 14,697 | +8.5% | 0.20% | +2.5% |
| Q3 2022 | $1,076,000 | -8.3% | 13,548 | -3.2% | 0.20% | +10.0% |
| Q2 2022 | $1,174,000 | +5.2% | 13,997 | +27.1% | 0.18% | +19.2% |
| Q1 2022 | $1,116,000 | -6.2% | 11,016 | -0.1% | 0.15% | -3.2% |
| Q4 2021 | $1,190,000 | – | 11,024 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |