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 | $310,279 | -3.6% | 3,304 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $322,000 | +7.7% | 3,303 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $299,000 | +6.8% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $280,000 | +6.9% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $262,000 | -5.4% | 3,304 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $277,000 | -95.7% | 3,304 | -94.8% | 0.00% | -90.9% |
| Q1 2022 | $6,446,000 | -55.8% | 63,604 | -53.0% | 0.01% | -45.0% |
| Q4 2021 | $14,599,000 | -35.6% | 135,300 | -41.2% | 0.02% | -50.0% |
| Q3 2021 | $22,656,000 | -0.0% | 230,100 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $22,658,000 | – | 230,100 | – | 0.04% | – |
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% |