ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,416 | +20.1% | 1,623 | +24.7% | 0.00% | +100.0% |
| Q2 2023 | $126,893 | -8.4% | 1,302 | -15.0% | 0.00% | 0.0% |
| Q1 2023 | $138,478 | +75.1% | 1,531 | +64.1% | 0.00% | 0.0% |
| Q4 2022 | $79,072 | -3.6% | 933 | -10.1% | 0.00% | 0.0% |
| Q3 2022 | $82,000 | +5.1% | 1,038 | +11.3% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | -34.5% | 933 | -20.3% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | -5.6% | 1,170 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $126,000 | +447.8% | 1,170 | +393.7% | 0.00% | – |
| Q3 2021 | $23,000 | 0.0% | 237 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +4.5% | 237 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | -47.6% | 237 | -51.1% | 0.00% | -100.0% |
| Q4 2020 | $42,000 | – | 485 | – | 0.00% | – |
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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% |