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 | $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% | – |
Download |
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% |