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 | $533,293 | -19.0% | 5,679 | -16.0% | 0.08% | -19.4% |
| Q2 2023 | $658,514 | +7.6% | 6,757 | -0.1% | 0.10% | -1.0% |
| Q1 2023 | $611,755 | +43.0% | 6,763 | +34.0% | 0.10% | +33.3% |
| Q4 2022 | $427,791 | -12.2% | 5,047 | -17.7% | 0.08% | -22.8% |
| Q3 2022 | $487,000 | -5.4% | 6,134 | 0.0% | 0.10% | -8.2% |
| Q2 2022 | $515,000 | -18.3% | 6,134 | -1.3% | 0.11% | -6.0% |
| Q1 2022 | $630,000 | -47.0% | 6,213 | -43.6% | 0.12% | -53.4% |
| Q4 2021 | $1,188,000 | – | 11,009 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |