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 | $4,601,684 | +9.6% | 49,001 | +13.8% | 1.04% | +11.4% |
| Q2 2023 | $4,197,895 | +1.2% | 43,073 | -6.1% | 0.94% | -2.5% |
| Q1 2023 | $4,146,952 | +12.6% | 45,848 | +5.5% | 0.96% | +4.8% |
| Q4 2022 | $3,684,083 | +11.7% | 43,470 | +4.6% | 0.92% | +9.2% |
| Q3 2022 | $3,299,000 | +31.2% | 41,545 | +38.6% | 0.84% | +34.5% |
| Q2 2022 | $2,514,000 | -9.5% | 29,969 | +9.3% | 0.62% | -2.5% |
| Q1 2022 | $2,779,000 | +106.9% | 27,422 | +120.3% | 0.64% | +110.9% |
| Q4 2021 | $1,343,000 | +66.0% | 12,447 | +51.5% | 0.30% | +53.8% |
| Q3 2021 | $809,000 | +321.4% | 8,217 | +322.5% | 0.20% | +310.4% |
| Q2 2021 | $192,000 | +357.1% | 1,945 | +317.4% | 0.05% | +300.0% |
| Q1 2021 | $42,000 | – | 466 | – | 0.01% | – |
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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% |