ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,123 | -3.6% | 8,850 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $862,539 | +20.1% | 8,850 | +11.5% | 0.26% | +15.4% |
| Q1 2023 | $717,933 | +1.3% | 7,937 | -5.1% | 0.22% | -6.8% |
| Q4 2022 | $708,908 | +20.4% | 8,365 | +12.8% | 0.24% | -6.7% |
| Q3 2022 | $589,000 | +4.2% | 7,415 | +10.0% | 0.25% | -1.9% |
| Q2 2022 | $565,000 | +17.2% | 6,740 | +41.8% | 0.26% | +29.5% |
| Q1 2022 | $482,000 | -3.4% | 4,754 | +2.7% | 0.20% | -11.9% |
| Q4 2021 | $499,000 | +9.9% | 4,629 | +0.3% | 0.23% | -8.8% |
| Q3 2021 | $454,000 | +9.1% | 4,615 | +9.2% | 0.25% | +4.2% |
| Q2 2021 | $416,000 | +39.6% | 4,227 | +28.9% | 0.24% | +21.9% |
| Q1 2021 | $298,000 | +6.0% | 3,279 | +0.3% | 0.20% | -1.5% |
| Q4 2020 | $281,000 | – | 3,270 | – | 0.20% | – |
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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% |