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 | $571,709 | -3.8% | 6,087 | -0.2% | 0.11% | -10.0% |
Q2 2023 | $594,295 | +117.6% | 6,097 | +102.0% | 0.12% | -4.8% |
Q1 2023 | $273,112 | +7.1% | 3,019 | +0.3% | 0.13% | -7.4% |
Q4 2022 | $255,046 | +7.2% | 3,009 | +0.6% | 0.14% | -4.9% |
Q3 2022 | $238,000 | -5.2% | 2,992 | 0.0% | 0.14% | -5.3% |
Q2 2022 | $251,000 | -17.2% | 2,992 | +0.2% | 0.15% | +11.9% |
Q1 2022 | $303,000 | -5.9% | 2,986 | +0.2% | 0.14% | -9.4% |
Q4 2021 | $322,000 | – | 2,980 | – | 0.15% | – |
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% |