ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $310,237 | +10.0% | 2,956 | -4.2% | 0.23% | +9.7% |
| Q3 2023 | $282,044 | -14.2% | 3,087 | -5.9% | 0.21% | -27.7% |
| Q2 2023 | $328,739 | -42.4% | 3,282 | -48.0% | 0.28% | -49.9% |
| Q1 2023 | $570,663 | -97.0% | 6,309 | -97.2% | 0.57% | -96.7% |
| Q4 2022 | $18,770,531 | -8.4% | 221,480 | -14.1% | 17.06% | -19.9% |
| Q3 2022 | $20,483,000 | -17.7% | 257,967 | -13.0% | 21.29% | -12.6% |
| Q2 2022 | $24,895,000 | -43.1% | 296,656 | -31.3% | 24.36% | -25.1% |
| Q1 2022 | $43,755,000 | – | 431,764 | – | 32.52% | – |
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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% |