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 | $3,807,973 | -46.4% | 40,378 | -44.6% | 0.30% | -45.1% |
| Q2 2023 | $7,099,446 | -29.0% | 72,845 | -34.1% | 0.54% | -30.5% |
| Q1 2023 | $9,998,627 | -51.1% | 110,543 | -54.2% | 0.78% | -53.3% |
| Q4 2022 | $20,466,827 | -6.4% | 241,496 | -12.3% | 1.66% | -20.1% |
| Q3 2022 | $21,856,000 | -21.1% | 275,226 | -16.6% | 2.07% | -11.3% |
| Q2 2022 | $27,687,000 | -22.3% | 330,000 | -6.2% | 2.34% | -10.7% |
| Q1 2022 | $35,649,000 | -13.4% | 351,741 | -7.8% | 2.62% | +12.0% |
| Q4 2021 | $41,184,000 | +14.0% | 381,686 | +4.1% | 2.34% | +6.1% |
| Q3 2021 | $36,113,000 | +26.4% | 366,783 | +26.4% | 2.20% | +23.2% |
| Q2 2021 | $28,579,000 | +13.5% | 290,235 | +4.8% | 1.79% | +1.4% |
| Q1 2021 | $25,169,000 | +24.6% | 276,982 | +18.0% | 1.77% | +16.3% |
| Q4 2020 | $20,196,000 | +63.1% | 234,754 | +44.5% | 1.52% | +40.8% |
| Q3 2020 | $12,381,000 | +24.5% | 162,463 | +14.4% | 1.08% | +11.7% |
| Q2 2020 | $9,943,000 | +124.3% | 142,063 | +84.2% | 0.96% | +97.3% |
| Q1 2020 | $4,433,000 | – | 77,111 | – | 0.49% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |