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 | $264,191,780 | -28.9% | 2,813,243 | -26.2% | 0.03% | -27.0% |
| Q2 2023 | $371,658,448 | +5.1% | 3,813,445 | -2.5% | 0.04% | -2.6% |
| Q1 2023 | $353,589,209 | -38.4% | 3,909,222 | -42.3% | 0.04% | -41.5% |
| Q4 2022 | $573,763,473 | -15.6% | 6,770,070 | -21.0% | 0.06% | -30.1% |
| Q3 2022 | $680,191,000 | -7.3% | 8,565,562 | -2.1% | 0.09% | -2.1% |
| Q2 2022 | $733,722,000 | -19.9% | 8,745,190 | -3.3% | 0.10% | -23.4% |
| Q1 2022 | $916,412,000 | -0.2% | 9,042,043 | +6.2% | 0.12% | +9.7% |
| Q4 2021 | $918,412,000 | +12.6% | 8,511,693 | +2.8% | 0.11% | +2.7% |
| Q3 2021 | $815,471,000 | +19.1% | 8,282,249 | +19.1% | 0.11% | +22.2% |
| Q2 2021 | $684,558,000 | +21.5% | 6,951,955 | +12.1% | 0.09% | +8.4% |
| Q1 2021 | $563,592,000 | +20.7% | 6,202,179 | +14.2% | 0.08% | +15.3% |
| Q4 2020 | $467,096,000 | +241.5% | 5,429,467 | +202.5% | 0.07% | +176.9% |
| Q3 2020 | $136,783,000 | +23.5% | 1,794,825 | +13.4% | 0.03% | +4.0% |
| Q2 2020 | $110,755,000 | +167.0% | 1,582,443 | +119.3% | 0.02% | +127.3% |
| Q1 2020 | $41,483,000 | +4271.2% | 721,586 | +5320.6% | 0.01% | – |
| Q4 2019 | $949,000 | +185.0% | 13,312 | +161.2% | 0.00% | – |
| Q3 2019 | $333,000 | +2278.6% | 5,096 | +2303.8% | 0.00% | – |
| Q2 2019 | $14,000 | – | 212 | – | 0.00% | – |
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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% |