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 2023 | $592,586 | -7.7% | 5,648 | -17.4% | 0.47% | -19.9% |
| Q3 2023 | $641,739 | -17.7% | 6,834 | -14.6% | 0.58% | -15.6% |
| Q2 2023 | $779,636 | +7.8% | 8,000 | +0.0% | 0.69% | +4.1% |
| Q1 2023 | $723,519 | -20.0% | 7,999 | -25.1% | 0.66% | -14.1% |
| Q4 2022 | $904,691 | -28.1% | 10,675 | -32.6% | 0.77% | -38.5% |
| Q3 2022 | $1,258,000 | +30.1% | 15,845 | +37.5% | 1.26% | +28.9% |
| Q2 2022 | $967,000 | -16.9% | 11,521 | +0.3% | 0.98% | -49.2% |
| Q1 2022 | $1,164,000 | -7.0% | 11,488 | -0.9% | 1.92% | +72.7% |
| Q4 2021 | $1,251,000 | – | 11,595 | – | 1.11% | – |
Download | ||||||
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% |