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 | $768,229 | -25.4% | 8,180 | -22.5% | 0.58% | -25.0% |
| Q2 2023 | $1,029,322 | +10.5% | 10,561 | +2.5% | 0.78% | +3.0% |
| Q1 2023 | $931,509 | -62.7% | 10,299 | -65.1% | 0.76% | -65.3% |
| Q4 2022 | $2,498,907 | +0.9% | 29,486 | -5.5% | 2.18% | -6.8% |
| Q3 2022 | $2,477,000 | -17.3% | 31,194 | -12.6% | 2.34% | -15.4% |
| Q2 2022 | $2,994,000 | -6.2% | 35,687 | +13.3% | 2.76% | +9.3% |
| Q1 2022 | $3,191,000 | +7.2% | 31,484 | +14.1% | 2.52% | +4.6% |
| Q4 2021 | $2,978,000 | – | 27,596 | – | 2.41% | – |
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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% |