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 | $22,327,103 | -34.6% | 237,750 | -32.1% | 0.22% | -35.7% |
| Q2 2023 | $34,142,090 | -18.1% | 350,319 | -24.0% | 0.34% | -24.3% |
| Q1 2023 | $41,700,591 | -53.3% | 461,035 | -56.2% | 0.45% | -43.0% |
| Q4 2022 | $89,286,668 | -99.9% | 1,053,530 | -50.5% | 0.79% | -12.3% |
| Q3 2022 | $84,570,486,000 | +99998.8% | 2,127,850 | +111.3% | 0.90% | +4.1% |
| Q2 2022 | $84,487,000 | -17.1% | 1,006,991 | +0.2% | 0.87% | -18.2% |
| Q1 2022 | $101,868,000 | +7.4% | 1,005,111 | +14.3% | 1.06% | +10.5% |
| Q4 2021 | $94,876,000 | +29.6% | 879,299 | +18.3% | 0.96% | +31.1% |
| Q3 2021 | $73,192,000 | +37.9% | 743,372 | +37.9% | 0.73% | +21.6% |
| Q2 2021 | $53,074,000 | +15.6% | 538,986 | +6.7% | 0.60% | +3.3% |
| Q1 2021 | $45,892,000 | +94.7% | 505,025 | +83.5% | 0.58% | +113.6% |
| Q4 2020 | $23,574,000 | -99.5% | 275,242 | +318.8% | 0.27% | +193.5% |
| Q3 2020 | $5,008,000,000 | – | 65,718 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |