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 | $1,224,630 | -17.9% | 13,040 | -14.8% | 0.62% | -16.1% |
| Q2 2023 | $1,491,688 | -0.8% | 15,305 | -8.0% | 0.74% | 0.0% |
| Q1 2023 | $1,504,047 | -54.5% | 16,628 | -57.4% | 0.74% | -56.7% |
| Q4 2022 | $3,304,370 | -8.0% | 38,990 | -13.8% | 1.72% | -18.2% |
| Q3 2022 | $3,592,000 | -5.5% | 45,224 | +0.2% | 2.10% | -2.9% |
| Q2 2022 | $3,801,000 | -26.4% | 45,124 | -11.4% | 2.16% | -22.8% |
| Q1 2022 | $5,164,000 | -3.6% | 50,952 | +2.6% | 2.80% | -49.0% |
| Q4 2021 | $5,356,000 | – | 49,638 | – | 5.49% | – |
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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% |