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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $305,269 | +7.7% | 3,375 | +0.9% | 0.09% | -10.0% |
| Q4 2022 | $283,489 | +2.7% | 3,345 | -4.0% | 0.10% | -56.3% |
| Q3 2022 | $276,000 | -32.4% | 3,483 | -28.4% | 0.23% | -34.2% |
| Q2 2022 | $408,000 | -14.3% | 4,867 | +3.4% | 0.35% | +4.2% |
| Q1 2022 | $476,000 | -2.7% | 4,706 | +3.7% | 0.33% | +8.1% |
| Q4 2021 | $489,000 | +11.1% | 4,539 | +1.5% | 0.31% | +3.0% |
| Q3 2021 | $440,000 | 0.0% | 4,474 | -0.0% | 0.30% | 0.0% |
| Q2 2021 | $440,000 | +19.2% | 4,476 | +10.1% | 0.30% | -29.2% |
| Q1 2021 | $369,000 | +12.5% | 4,067 | +6.6% | 0.42% | +21.5% |
| Q4 2020 | $328,000 | – | 3,815 | – | 0.35% | – |
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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% |