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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |