ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $117,116 | -94.9% | 17,545 | -35.6% | 0.01% | -93.2% |
| Q4 2022 | $2,307,256 | +10.6% | 27,224 | +3.6% | 0.10% | -16.3% |
| Q3 2022 | $2,086,000 | -6.8% | 26,266 | -0.3% | 0.12% | -38.2% |
| Q2 2022 | $2,237,000 | -15.1% | 26,343 | +1.3% | 0.20% | +33.6% |
| Q1 2022 | $2,635,000 | +5.1% | 26,001 | +12.0% | 0.15% | -29.7% |
| Q4 2021 | $2,506,000 | +30.3% | 23,223 | +9.7% | 0.21% | +37.7% |
| Q1 2021 | $1,923,000 | +79.7% | 21,160 | +70.2% | 0.15% | +55.6% |
| Q4 2020 | $1,070,000 | – | 12,433 | – | 0.10% | – |
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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% |