ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,688,752 | -43.2% | 17,983 | -41.0% | 1.55% | -41.3% |
Q2 2023 | $2,972,645 | -49.1% | 30,501 | -52.7% | 2.64% | -56.4% |
Q1 2023 | $5,837,740 | +2.2% | 64,541 | -2.6% | 6.07% | +2.2% |
Q4 2022 | $5,710,931 | -8.5% | 66,267 | -8.9% | 5.94% | -11.8% |
Q3 2022 | $6,241,000 | -13.4% | 72,779 | -7.4% | 6.73% | -13.6% |
Q2 2022 | $7,205,000 | -25.9% | 78,619 | -22.5% | 7.79% | -11.3% |
Q1 2022 | $9,728,000 | +20.4% | 101,482 | +27.1% | 8.79% | +14.8% |
Q4 2021 | $8,077,000 | – | 79,871 | – | 7.65% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |