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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,446,653 | -26.0% | 47,350 | -23.2% | 1.69% | -24.8% |
| Q2 2023 | $6,007,757 | -38.8% | 61,643 | -43.2% | 2.24% | -44.1% |
| Q1 2023 | $9,819,445 | -3.0% | 108,562 | -9.1% | 4.02% | -9.0% |
| Q4 2022 | $10,121,347 | -2.6% | 119,426 | -8.7% | 4.42% | -10.0% |
| Q3 2022 | $10,392,000 | -4.0% | 130,870 | +1.4% | 4.91% | +1.3% |
| Q2 2022 | $10,825,000 | -12.9% | 129,023 | +5.2% | 4.84% | -1.8% |
| Q1 2022 | $12,433,000 | -13.4% | 122,674 | -7.8% | 4.93% | -15.4% |
| Q4 2021 | $14,354,000 | – | 133,027 | – | 5.82% | – |
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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% |