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 | $1,109,218 | +15.5% | 11,811 | +19.8% | 0.02% | +4.5% |
Q2 2023 | $960,712 | +38.0% | 9,857 | +28.1% | 0.02% | +29.4% |
Q1 2023 | $696,077 | +36.0% | 7,695 | +19.4% | 0.02% | +21.4% |
Q3 2022 | $512,000 | -1.2% | 6,444 | +4.3% | 0.01% | +7.7% |
Q2 2022 | $518,000 | +23.3% | 6,176 | +49.1% | 0.01% | +44.4% |
Q1 2022 | $420,000 | +24.3% | 4,143 | +32.3% | 0.01% | +28.6% |
Q4 2021 | $338,000 | – | 3,132 | – | 0.01% | – |
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% |