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 | $7,461,056 | +94319.8% | 79,449 | -2.0% | 2.96% | -0.4% |
| Q2 2023 | $7,902 | +8.2% | 81,077 | +0.4% | 2.97% | +4.0% |
| Q1 2023 | $7,306 | +1.4% | 80,763 | -5.0% | 2.86% | -1.9% |
| Q4 2022 | $7,206 | -99.9% | 85,003 | +7.3% | 2.91% | -2.2% |
| Q3 2022 | $6,291,000 | -5.7% | 79,229 | -0.3% | 2.98% | -4.3% |
| Q2 2022 | $6,671,000 | -14.6% | 79,455 | +2.9% | 3.11% | -1.7% |
| Q1 2022 | $7,815,000 | -5.0% | 77,216 | +1.2% | 3.17% | +1.2% |
| Q4 2021 | $8,229,000 | +10.6% | 76,266 | +0.9% | 3.13% | +11.2% |
| Q3 2021 | $7,441,000 | – | 75,570 | – | 2.82% | – |
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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% |