ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,549,891 | -10.4% | 16,504 | -7.0% | 1.27% | -6.0% |
| Q2 2023 | $1,729,525 | +5.6% | 17,746 | -2.0% | 1.36% | +0.1% |
| Q1 2023 | $1,638,502 | -38.1% | 18,115 | -42.0% | 1.35% | -38.7% |
| Q4 2022 | $2,648,014 | -16.6% | 31,245 | -21.9% | 2.21% | -25.4% |
| Q3 2022 | $3,176,000 | -60.2% | 39,993 | -57.9% | 2.96% | -57.2% |
| Q2 2022 | $7,977,000 | +11.0% | 95,079 | +34.1% | 6.90% | +27.0% |
| Q1 2022 | $7,188,000 | -16.2% | 70,926 | -10.8% | 5.44% | -15.0% |
| Q4 2021 | $8,579,000 | – | 79,508 | – | 6.40% | – |
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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% |