ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,369,700 | +2.6% | 174,313 | +6.5% | 0.78% | +8.2% |
| Q2 2023 | $15,953,804 | +14.1% | 163,696 | +5.9% | 0.72% | -50.9% |
| Q1 2023 | $13,981,120 | +66.0% | 154,573 | +55.5% | 1.47% | +48.2% |
| Q4 2022 | $8,421,979 | +13.7% | 99,374 | +6.6% | 0.99% | -0.8% |
| Q3 2022 | $7,405,000 | -8.9% | 93,244 | -3.7% | 1.00% | -8.2% |
| Q2 2022 | $8,126,000 | +3.3% | 96,848 | +32.8% | 1.09% | +32.8% |
| Q4 2021 | $7,868,000 | – | 72,915 | – | 0.82% | – |
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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% |