ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,723,000 | +7.2% | 550,785 | +11.2% | 0.01% | +7.7% |
| Q2 2023 | $48,253,000 | +3.5% | 495,103 | -3.9% | 0.01% | 0.0% |
| Q1 2023 | $46,623,000 | -15.9% | 515,444 | -21.2% | 0.01% | -18.8% |
| Q4 2022 | $55,409,000 | -23.0% | 653,811 | -27.9% | 0.02% | -30.4% |
| Q3 2022 | $71,960,000 | -11.1% | 906,184 | -6.1% | 0.02% | -4.2% |
| Q2 2022 | $80,924,000 | +9.1% | 964,545 | +31.8% | 0.02% | +26.3% |
| Q1 2022 | $74,154,000 | +4.5% | 731,670 | +11.3% | 0.02% | +18.8% |
| Q4 2021 | $70,953,000 | +23.6% | 657,586 | +12.8% | 0.02% | +6.7% |
| Q3 2021 | $57,413,000 | +6.4% | 583,107 | +6.4% | 0.02% | +7.1% |
| Q2 2021 | $53,952,000 | +18.1% | 547,902 | +9.0% | 0.01% | +7.7% |
| Q1 2021 | $45,673,000 | +30.4% | 502,610 | +23.5% | 0.01% | +30.0% |
| Q4 2020 | $35,014,000 | +25.8% | 406,999 | +11.4% | 0.01% | 0.0% |
| Q3 2020 | $27,839,000 | +22.4% | 365,287 | +12.4% | 0.01% | +11.1% |
| Q2 2020 | $22,750,000 | +64.9% | 325,056 | +35.4% | 0.01% | +28.6% |
| Q1 2020 | $13,798,000 | +0.3% | 239,997 | +24.4% | 0.01% | +40.0% |
| Q4 2019 | $13,759,000 | +112.4% | 192,914 | +94.7% | 0.01% | +66.7% |
| Q3 2019 | $6,477,000 | +228.3% | 99,080 | +224.0% | 0.00% | +200.0% |
| Q2 2019 | $1,973,000 | +4.3% | 30,578 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $1,891,000 | +77.9% | 30,433 | +57.2% | 0.00% | 0.0% |
| Q4 2018 | $1,063,000 | +16.2% | 19,356 | +35.3% | 0.00% | – |
| Q3 2018 | $915,000 | +4.9% | 14,309 | -1.7% | 0.00% | – |
| Q2 2018 | $872,000 | +63.6% | 14,550 | +57.9% | 0.00% | – |
| Q1 2018 | $533,000 | +68.1% | 9,217 | +69.4% | 0.00% | – |
| Q4 2017 | $317,000 | +93.3% | 5,441 | +82.0% | 0.00% | – |
| Q3 2017 | $164,000 | – | 2,989 | – | 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% |