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 | $772,416 | -10.3% | 8,234 | -3.7% | 0.59% | -3.6% |
| Q2 2023 | $861,115 | +5.8% | 8,554 | -5.7% | 0.61% | 0.0% |
| Q1 2023 | $814,261 | -17.8% | 9,071 | -19.7% | 0.61% | -18.5% |
| Q4 2022 | $990,597 | +59.0% | 11,303 | +44.2% | 0.75% | +37.9% |
| Q3 2022 | $623,000 | -10.6% | 7,841 | -3.6% | 0.54% | -0.6% |
| Q2 2022 | $697,000 | -12.5% | 8,136 | -9.6% | 0.54% | -9.6% |
| Q1 2022 | $797,000 | +11.2% | 8,997 | +22.3% | 0.60% | +7.1% |
| Q4 2021 | $717,000 | – | 7,355 | – | 0.56% | – |
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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% |