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 | $746,982 | -13.1% | 7,954 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $859,620 | +8.8% | 8,820 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $790,149 | +6.7% | 8,736 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $740,255 | +13.5% | 8,735 | +6.3% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | -7.6% | 8,218 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $706,000 | -32.6% | 8,418 | -18.5% | 0.00% | 0.0% |
| Q1 2022 | $1,047,000 | -48.1% | 10,332 | -44.7% | 0.00% | -50.0% |
| Q4 2021 | $2,016,000 | +313.1% | 18,681 | +277.1% | 0.00% | – |
| Q3 2021 | $488,000 | +542.1% | 4,954 | +539.2% | 0.00% | – |
| Q2 2021 | $76,000 | +31.0% | 775 | +20.9% | 0.00% | – |
| Q1 2021 | $58,000 | -14.7% | 641 | -19.2% | 0.00% | – |
| Q4 2020 | $68,000 | +750.0% | 793 | +669.9% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 103 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +250.0% | 103 | +202.9% | 0.00% | – |
| Q1 2020 | $2,000 | – | 34 | – | 0.00% | – |
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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% |