ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,471,194 | -18.5% | 15,666 | -15.4% | 1.10% | -19.3% |
| Q2 2023 | $1,805,544 | -0.2% | 18,526 | -7.4% | 1.37% | -6.0% |
| Q1 2023 | $1,809,633 | -45.3% | 20,007 | -48.8% | 1.46% | -54.5% |
| Q4 2022 | $3,310,505 | -9.9% | 39,062 | -15.6% | 3.20% | -16.6% |
| Q3 2022 | $3,674,000 | -15.2% | 46,272 | -10.4% | 3.84% | -1.9% |
| Q2 2022 | $4,332,000 | -25.7% | 51,634 | -10.3% | 3.92% | -14.4% |
| Q1 2022 | $5,832,000 | -2.3% | 57,546 | +4.0% | 4.57% | -21.0% |
| Q4 2021 | $5,968,000 | – | 55,314 | – | 5.79% | – |
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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% |