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 | $1,691,037 | -3.6% | 18,007 | 0.0% | 0.40% | +4.9% |
| Q2 2023 | $1,754,962 | +7.5% | 18,007 | -0.2% | 0.39% | +11.2% |
| Q1 2023 | $1,632,803 | +72.9% | 18,052 | +62.0% | 0.35% | +75.3% |
| Q4 2022 | $944,285 | -39.2% | 11,142 | -43.0% | 0.20% | -49.9% |
| Q3 2022 | $1,552,000 | -33.2% | 19,541 | -29.4% | 0.40% | -27.7% |
| Q2 2022 | $2,323,000 | -1.2% | 27,689 | +19.3% | 0.55% | +11.0% |
| Q1 2022 | $2,352,000 | -23.9% | 23,202 | -19.0% | 0.49% | -21.0% |
| Q4 2021 | $3,090,000 | +200.0% | 28,634 | +173.6% | 0.62% | +176.9% |
| Q3 2021 | $1,030,000 | – | 10,464 | – | 0.22% | – |
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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% |