ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $308,465 | -41.1% | 2,940 | -47.2% | 0.04% | -38.6% |
| Q3 2023 | $523,360 | +34.9% | 5,573 | +40.0% | 0.07% | +25.0% |
| Q2 2023 | $388,086 | -8.7% | 3,982 | -15.3% | 0.06% | -16.4% |
| Q1 2023 | $425,296 | +6.2% | 4,702 | -0.5% | 0.07% | -4.3% |
| Q4 2022 | $400,359 | -43.1% | 4,724 | -46.7% | 0.07% | -60.5% |
| Q3 2022 | $704,000 | +29.9% | 8,864 | +37.2% | 0.18% | +15.7% |
| Q2 2022 | $542,000 | -20.4% | 6,459 | -3.9% | 0.15% | -10.0% |
| Q1 2022 | $681,000 | -20.0% | 6,722 | -14.8% | 0.17% | -23.4% |
| Q4 2021 | $851,000 | +189.5% | 7,889 | +163.8% | 0.22% | +131.2% |
| Q3 2021 | $294,000 | -74.5% | 2,990 | -74.5% | 0.10% | -73.6% |
| Q2 2021 | $1,152,000 | +9.8% | 11,704 | +1.4% | 0.36% | -3.4% |
| Q1 2021 | $1,049,000 | +0.3% | 11,545 | -5.1% | 0.38% | -10.0% |
| Q4 2020 | $1,046,000 | – | 12,161 | – | 0.42% | – |
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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% |