ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $358,662 | -15.6% | 4,232 | -20.9% | 0.06% | -13.3% |
| Q3 2022 | $425,000 | -12.4% | 5,348 | -7.5% | 0.08% | -14.8% |
| Q2 2022 | $485,000 | -28.6% | 5,779 | -21.7% | 0.09% | -31.8% |
| Q1 2022 | $679,000 | -18.9% | 7,381 | -4.9% | 0.13% | -31.4% |
| Q4 2021 | $837,000 | +4.6% | 7,760 | -4.5% | 0.19% | -12.1% |
| Q3 2021 | $800,000 | +35.6% | 8,126 | +35.7% | 0.21% | +16.9% |
| Q2 2021 | $590,000 | – | 5,990 | – | 0.18% | – |
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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% |