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 | $608,443 | -2.8% | 6,479 | +0.9% | 0.16% | -3.0% |
| Q2 2023 | $625,693 | +7.5% | 6,420 | -0.2% | 0.17% | +1.8% |
| Q1 2023 | $582,046 | +7.2% | 6,435 | +0.4% | 0.16% | +0.6% |
| Q4 2022 | $543,078 | +7.8% | 6,408 | +1.1% | 0.16% | 0.0% |
| Q3 2022 | $504,000 | +21.2% | 6,341 | +28.0% | 0.16% | +24.6% |
| Q2 2022 | $416,000 | -99.9% | 4,953 | -6.0% | 0.13% | -14.5% |
| Q1 2022 | $534,000,000 | +103188.2% | 5,268 | +0.5% | 0.15% | -40.2% |
| Q3 2021 | $517,000 | -2.6% | 5,240 | -2.8% | 0.25% | +30.3% |
| Q2 2021 | $531,000 | +7.3% | 5,389 | -1.1% | 0.20% | +1.6% |
| Q1 2021 | $495,000 | -29.8% | 5,448 | -33.5% | 0.19% | -36.8% |
| Q4 2020 | $705,000 | +67.5% | 8,198 | +48.4% | 0.30% | +35.1% |
| Q3 2020 | $421,000 | +8.8% | 5,526 | 0.0% | 0.22% | -34.0% |
| Q2 2020 | $387,000 | +20.2% | 5,526 | -1.5% | 0.34% | -0.9% |
| Q1 2020 | $322,000 | -34.7% | 5,609 | -18.8% | 0.34% | -27.6% |
| Q4 2019 | $493,000 | – | 6,908 | – | 0.48% | – |
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% |