ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $183,312 | -4.2% | 1,952 | -0.6% | 0.04% | -4.9% |
Q2 2023 | $191,314 | +117.6% | 1,963 | +102.0% | 0.04% | +64.0% |
Q1 2023 | $87,917 | -49.5% | 972 | -52.7% | 0.02% | -51.9% |
Q4 2022 | $174,077 | -40.2% | 2,054 | -44.0% | 0.05% | -43.5% |
Q3 2022 | $291,000 | -35.0% | 3,665 | -31.4% | 0.09% | -25.2% |
Q2 2022 | $448,000 | -13.7% | 5,340 | +4.3% | 0.12% | -8.2% |
Q1 2022 | $519,000 | -2.6% | 5,118 | +3.7% | 0.13% | +3.1% |
Q4 2021 | $533,000 | – | 4,937 | – | 0.13% | – |
Download |
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% |