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 | $7,274 | -3.7% | 77,464 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $7,550 | +7.9% | 77,464 | +0.1% | 0.02% | -5.9% |
| Q1 2023 | $7,000 | +6.8% | 77,397 | +0.0% | 0.02% | +6.2% |
| Q4 2022 | $6,557 | -99.9% | 77,368 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $6,168,000 | -5.4% | 77,676 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,518,000 | -17.2% | 77,676 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $7,873,000 | +57.6% | 77,676 | +67.8% | 0.02% | +70.0% |
| Q4 2021 | $4,997,000 | +486.5% | 46,304 | +435.0% | 0.01% | +400.0% |
| Q3 2021 | $852,000 | -1.2% | 8,655 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $862,000 | +52.0% | 8,752 | +40.4% | 0.00% | +100.0% |
| Q1 2021 | $567,000 | – | 6,234 | – | 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% |