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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,748,612 | -57.0% | 50,506 | -41.8% | 0.41% | -50.3% |
| Q2 2023 | $6,385,019 | -5.1% | 86,760 | -9.3% | 0.83% | -6.4% |
| Q1 2023 | $6,728,636 | -41.8% | 95,619 | -39.3% | 0.88% | -44.9% |
| Q4 2022 | $11,563,695 | +34.6% | 157,657 | +21.9% | 1.60% | +16.0% |
| Q3 2022 | $8,589,000 | +46.0% | 129,356 | +41.7% | 1.38% | +53.6% |
| Q2 2022 | $5,882,000 | +73.0% | 91,318 | +66.6% | 0.90% | +96.7% |
| Q1 2022 | $3,400,000 | +178.0% | 54,806 | +68.1% | 0.46% | +182.7% |
| Q4 2021 | $1,223,000 | +80.6% | 32,605 | +398.5% | 0.16% | +78.0% |
| Q3 2021 | $677,000 | – | 6,540 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |