ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613 | -15.9% | 6,535 | -12.6% | 0.53% | -11.4% |
| Q2 2023 | $729 | +6.9% | 7,480 | -1.6% | 0.60% | -2.7% |
| Q1 2023 | $682 | +6.4% | 7,602 | +0.5% | 0.62% | +1.8% |
| Q4 2022 | $641 | -99.9% | 7,564 | -5.0% | 0.61% | -3.3% |
| Q3 2022 | $632,000 | +18.6% | 7,965 | +50.6% | 0.63% | +63.2% |
| Q1 2022 | $533,000 | -7.0% | 5,289 | -0.5% | 0.39% | -1.3% |
| Q4 2021 | $573,000 | +9.6% | 5,317 | +0.1% | 0.39% | -4.2% |
| Q3 2021 | $523,000 | +1.0% | 5,313 | +0.4% | 0.41% | -2.9% |
| Q2 2021 | $518,000 | +3.6% | 5,293 | -3.7% | 0.42% | -6.0% |
| Q1 2021 | $500,000 | +7.1% | 5,496 | +1.0% | 0.45% | -0.4% |
| Q4 2020 | $467,000 | – | 5,440 | – | 0.45% | – |
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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% |