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 | $1,036,266 | -31.6% | 11,035 | -29.0% | 0.37% | -25.3% |
| Q2 2023 | $1,514,983 | -14.9% | 15,545 | -21.0% | 0.49% | -25.3% |
| Q1 2023 | $1,780,858 | -38.2% | 19,689 | -42.1% | 0.66% | -41.8% |
| Q4 2022 | $2,882,069 | +74.9% | 34,007 | +63.8% | 1.14% | +69.9% |
| Q3 2022 | $1,648,000 | -6.3% | 20,755 | -0.9% | 0.67% | -3.6% |
| Q2 2022 | $1,758,000 | -2.4% | 20,949 | +17.9% | 0.69% | +3.9% |
| Q1 2022 | $1,801,000 | -2.5% | 17,774 | +3.8% | 0.67% | -10.1% |
| Q4 2021 | $1,848,000 | – | 17,124 | – | 0.74% | – |
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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% |