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 | $8,268 | +2.5% | 88,042 | +6.3% | 6.44% | +11.7% |
| Q2 2023 | $8,069 | +89.7% | 82,788 | +76.0% | 5.76% | +104.5% |
| Q1 2023 | $4,254 | -99.9% | 47,035 | -14.8% | 2.82% | -6.6% |
| Q4 2022 | $4,679,302 | +23.8% | 55,213 | +15.9% | 3.02% | +8.4% |
| Q3 2022 | $3,781,000 | +28.1% | 47,618 | +35.3% | 2.78% | +34.0% |
| Q2 2022 | $2,952,000 | +6.9% | 35,184 | +29.1% | 2.08% | +11.4% |
| Q1 2022 | $2,762,000 | +702.9% | 27,248 | +754.7% | 1.86% | +614.2% |
| Q4 2021 | $344,000 | -53.6% | 3,188 | -57.7% | 0.26% | -56.4% |
| Q3 2021 | $742,000 | -22.1% | 7,533 | -22.1% | 0.60% | -27.9% |
| Q2 2021 | $953,000 | -6.5% | 9,673 | -13.7% | 0.83% | -10.8% |
| Q1 2021 | $1,019,000 | -12.7% | 11,210 | -17.4% | 0.93% | -18.1% |
| Q4 2020 | $1,167,000 | – | 13,566 | – | 1.14% | – |
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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% |