ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,187,494 | +74.8% | 55,239 | +81.4% | 0.01% | +75.0% |
| Q2 2023 | $2,967,072 | +30.5% | 30,444 | +21.1% | 0.00% | +33.3% |
| Q1 2023 | $2,274,094 | +7.3% | 25,142 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $2,118,750 | -99.9% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,985,250,000 | -5.4% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,097,500,000 | +3.4% | 25,000 | +24.9% | 0.00% | 0.0% |
| Q1 2022 | $2,028,014,000 | +10.6% | 20,010 | +17.7% | 0.00% | 0.0% |
| Q4 2021 | $1,834,300,000 | +9.6% | 17,000 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $1,673,820,000 | -0.0% | 17,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,673,990,000 | – | 17,000 | – | 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% |