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 | $234,118 | -34.0% | 2,493 | -31.5% | 0.10% | -27.1% |
| Q2 2023 | $354,754 | +55.7% | 3,640 | +44.6% | 0.14% | +22.8% |
| Q1 2023 | $227,805 | +4.6% | 2,518 | -2.0% | 0.11% | +14.0% |
| Q4 2022 | $217,808 | +3.2% | 2,570 | -3.1% | 0.10% | -6.5% |
| Q3 2022 | $211,000 | -8.7% | 2,653 | -3.6% | 0.11% | -8.5% |
| Q2 2022 | $231,000 | -22.7% | 2,752 | -6.8% | 0.12% | -12.0% |
| Q1 2022 | $299,000 | -5.7% | 2,953 | +0.4% | 0.13% | +3.9% |
| Q4 2021 | $317,000 | +59.3% | 2,940 | +45.6% | 0.13% | +37.6% |
| Q3 2021 | $199,000 | +95.1% | 2,019 | +93.6% | 0.09% | +102.2% |
| Q2 2021 | $102,000 | -9.7% | 1,043 | -14.0% | 0.05% | -17.9% |
| Q1 2021 | $113,000 | -66.0% | 1,213 | -68.6% | 0.06% | -70.2% |
| Q4 2020 | $332,000 | +295.2% | 3,863 | +251.2% | 0.19% | +276.0% |
| Q3 2020 | $84,000 | – | 1,100 | – | 0.05% | – |
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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% |