ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,191 | -16.5% | 4,517 | -13.3% | 0.24% | -16.5% |
| Q2 2023 | $507,767 | +7.8% | 5,210 | 0.0% | 0.28% | +0.4% |
| Q1 2023 | $471,245 | +6.6% | 5,210 | 0.0% | 0.28% | -2.4% |
| Q4 2022 | $442,000 | +6.8% | 5,210 | 0.0% | 0.29% | -5.2% |
| Q3 2022 | $414,000 | -5.3% | 5,210 | 0.0% | 0.31% | -5.0% |
| Q2 2022 | $437,000 | -17.2% | 5,210 | 0.0% | 0.32% | -20.9% |
| Q1 2022 | $528,000 | -6.0% | 5,210 | 0.0% | 0.41% | -5.1% |
| Q4 2021 | $562,000 | – | 5,210 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PAX Financial Group, LLC | 326,733 | $20,725,000 | 8.85% |
| PARK AVENUE SECURITIES LLC | 1,487,924 | $85,541,000 | 7.27% |
| Pettinga Financial Advisors LLC | 158,875 | $9,134,000 | 6.16% |
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| Lineweaver Wealth Advisors, LLC | 123,157 | $7,100,000 | 4.46% |
| MCIA Inc | 137,124 | $8,555,000 | 4.42% |
| VIVID FINANCIAL MANAGEMENT, INC. | 56,580 | $3,253,000 | 4.25% |
| Leicht Financial Planning & Wealth Management, Inc. | 75,132 | $4,328,000 | 4.18% |
| Stone House Investment Management, LLC | 119,428 | $6,866,000 | 4.01% |
| Cooper Financial Group | 161,654 | $9,293,000 | 3.87% |