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 | $168,193 | -11.7% | 1,791 | -8.4% | 0.12% | -8.7% |
| Q2 2023 | $190,534 | +18.3% | 1,955 | +9.8% | 0.13% | +17.8% |
| Q1 2023 | $161,091 | -65.5% | 1,781 | -67.6% | 0.11% | -56.5% |
| Q4 2022 | $466,379 | -9.8% | 5,503 | -15.5% | 0.25% | -28.9% |
| Q3 2022 | $517,000 | -16.5% | 6,514 | -11.7% | 0.35% | -12.8% |
| Q2 2022 | $619,000 | +69.1% | 7,378 | +104.3% | 0.40% | +74.9% |
| Q1 2022 | $366,000 | – | 3,612 | – | 0.23% | – |
Download | ||||||
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% |