ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,634,263 | -39.1% | 17,402 | -36.8% | 2.02% | -25.8% |
| Q2 2023 | $2,685,633 | -18.6% | 27,556 | -24.4% | 2.73% | -18.3% |
| Q1 2023 | $3,298,034 | -58.0% | 36,462 | -60.6% | 3.34% | -44.9% |
| Q4 2022 | $7,852,332 | -18.7% | 92,652 | -23.9% | 6.07% | -20.8% |
| Q3 2022 | $9,664,000 | -2.3% | 121,693 | +3.2% | 7.66% | +3.4% |
| Q2 2022 | $9,893,000 | -32.7% | 117,913 | -18.7% | 7.41% | -23.3% |
| Q1 2022 | $14,707,000 | +20.2% | 145,108 | +27.9% | 9.66% | +29.5% |
| Q4 2021 | $12,240,000 | +12.3% | 113,437 | +2.5% | 7.46% | +8.1% |
| Q3 2021 | $10,895,000 | +2.4% | 110,653 | +2.4% | 6.90% | +5.0% |
| Q2 2021 | $10,644,000 | +3.7% | 108,095 | -4.3% | 6.57% | -1.3% |
| Q1 2021 | $10,260,000 | -11.6% | 112,903 | -16.3% | 6.66% | -14.6% |
| Q4 2020 | $11,607,000 | – | 134,922 | – | 7.80% | – |
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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% |