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 | $231,864 | -3.6% | 2,469 | 0.0% | 0.12% | +1.8% |
| Q2 2023 | $240,629 | +7.8% | 2,469 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $223,321 | -22.7% | 2,469 | -27.6% | 0.12% | -24.7% |
| Q4 2022 | $289,082 | -45.7% | 3,411 | -49.1% | 0.15% | -51.3% |
| Q3 2022 | $532,000 | -10.7% | 6,701 | -5.6% | 0.32% | -8.7% |
| Q2 2022 | $596,000 | -78.7% | 7,101 | -74.3% | 0.35% | -73.6% |
| Q1 2022 | $2,795,000 | -0.3% | 27,579 | +6.2% | 1.31% | -6.8% |
| Q4 2021 | $2,803,000 | +11.1% | 25,977 | +1.4% | 1.41% | +4.8% |
| Q3 2021 | $2,523,000 | +6.9% | 25,628 | +6.9% | 1.34% | +6.9% |
| Q2 2021 | $2,360,000 | +15.0% | 23,965 | +6.1% | 1.26% | +5.8% |
| Q1 2021 | $2,052,000 | +18.7% | 22,581 | +12.3% | 1.19% | +1.0% |
| Q4 2020 | $1,729,000 | – | 20,102 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |