ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,219 | -18.7% | 3,708 | -15.6% | 0.02% | -14.3% |
| Q2 2023 | $428,142 | -2.2% | 4,393 | -9.2% | 0.02% | -8.7% |
| Q1 2023 | $437,598 | +3.4% | 4,838 | -3.1% | 0.02% | 0.0% |
| Q4 2022 | $423,242 | +18.9% | 4,994 | +11.2% | 0.02% | +9.5% |
| Q3 2022 | $356,000 | -21.6% | 4,489 | -17.1% | 0.02% | -22.2% |
| Q2 2022 | $454,000 | -5.0% | 5,417 | +14.8% | 0.03% | +17.4% |
| Q1 2022 | $478,000 | -6.3% | 4,717 | -0.2% | 0.02% | -4.2% |
| Q4 2021 | $510,000 | +7.8% | 4,726 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $473,000 | +28.5% | 4,806 | +28.5% | 0.02% | +26.3% |
| Q2 2021 | $368,000 | +11.5% | 3,739 | +2.8% | 0.02% | +5.6% |
| Q1 2021 | $330,000 | +33.6% | 3,636 | +26.7% | 0.02% | +28.6% |
| Q4 2020 | $247,000 | +61.4% | 2,869 | +43.1% | 0.01% | +40.0% |
| Q3 2020 | $153,000 | +240.0% | 2,005 | +210.9% | 0.01% | +233.3% |
| Q2 2020 | $45,000 | +21.6% | 645 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $37,000 | – | 645 | – | 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% |