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 | $793,540 | -34.5% | 8,450 | -32.0% | 1.03% | -38.6% |
| Q2 2023 | $1,211,135 | +6.6% | 12,427 | -1.1% | 1.68% | +9.0% |
| Q1 2023 | $1,136,142 | -45.5% | 12,561 | -48.9% | 1.54% | -48.1% |
| Q4 2022 | $2,084,681 | -6.3% | 24,598 | -12.2% | 2.98% | -11.8% |
| Q3 2022 | $2,226,000 | -7.6% | 28,026 | -2.4% | 3.37% | -3.7% |
| Q2 2022 | $2,408,000 | -15.2% | 28,705 | -3.9% | 3.50% | +3.2% |
| Q1 2022 | $2,840,000 | -1.9% | 29,858 | +11.3% | 3.40% | +2.0% |
| Q4 2021 | $2,894,000 | – | 26,823 | – | 3.33% | – |
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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% |