ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,873,836 | +8.5% | 73,196 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $6,336,752 | +27.5% | 65,019 | +18.3% | 0.00% | +50.0% |
| Q1 2023 | $4,971,313 | +16.0% | 54,962 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $4,285,977 | -10.0% | 50,572 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $4,763,000 | +0.5% | 59,981 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $4,741,000 | -1.7% | 56,509 | +18.7% | 0.00% | 0.0% |
| Q1 2022 | $4,824,000 | +5.5% | 47,594 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $4,571,000 | – | 42,364 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |