ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 660 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $369,002 | -8.4% | 5,076 | 0.0% | 0.18% | -13.3% |
| Q3 2022 | $403,000 | -9.0% | 5,076 | -10.0% | 0.21% | -7.1% |
| Q2 2022 | $443,000 | -23.6% | 5,641 | 0.0% | 0.23% | -20.4% |
| Q1 2022 | $580,000 | -4.8% | 5,641 | 0.0% | 0.28% | -8.1% |
| Q4 2021 | $609,000 | -14.1% | 5,641 | -21.7% | 0.31% | -20.2% |
| Q3 2021 | $709,000 | +7.6% | 7,200 | +7.6% | 0.39% | -5.4% |
| Q2 2021 | $659,000 | +6.6% | 6,689 | -1.7% | 0.41% | -6.8% |
| Q1 2021 | $618,000 | -4.6% | 6,805 | -9.7% | 0.44% | -20.0% |
| Q4 2020 | $648,000 | – | 7,537 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |