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 | $1,968,009 | -37.0% | 20,956 | -34.7% | 0.32% | -1.2% |
| Q2 2023 | $3,125,769 | +9.0% | 32,072 | +1.2% | 0.33% | +1.9% |
| Q1 2023 | $2,866,704 | -33.9% | 31,694 | -38.0% | 0.32% | -39.7% |
| Q4 2022 | $4,334,483 | +13.0% | 51,144 | +5.8% | 0.53% | +2.1% |
| Q3 2022 | $3,837,000 | -3.1% | 48,321 | +2.4% | 0.52% | +0.8% |
| Q2 2022 | $3,958,000 | -21.4% | 47,173 | -5.1% | 0.52% | -6.8% |
| Q1 2022 | $5,036,000 | +12.9% | 49,690 | +20.2% | 0.56% | +16.3% |
| Q4 2021 | $4,462,000 | +12.8% | 41,352 | +2.9% | 0.48% | -8.4% |
| Q3 2021 | $3,956,000 | +17.5% | 40,177 | +17.5% | 0.52% | -3.7% |
| Q2 2021 | $3,367,000 | +28.2% | 34,195 | +18.3% | 0.54% | +0.9% |
| Q1 2021 | $2,627,000 | +4.2% | 28,904 | -1.3% | 0.54% | -30.8% |
| Q4 2020 | $2,520,000 | – | 29,296 | – | 0.78% | – |
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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% |