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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |