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 | $744,104 | -7.3% | 7,924 | -3.8% | 0.20% | +9.6% |
| Q2 2023 | $802,516 | +10.5% | 8,234 | +2.6% | 0.18% | +0.6% |
| Q1 2023 | $726,079 | +112470.4% | 8,027 | +5.5% | 0.18% | +7.9% |
| Q4 2022 | $645 | -99.9% | 7,610 | +14.5% | 0.16% | +14.7% |
| Q3 2022 | $528,000 | +50.0% | 6,647 | +58.5% | 0.14% | +32.4% |
| Q2 2022 | $352,000 | -52.4% | 4,194 | -42.5% | 0.11% | -32.5% |
| Q1 2022 | $739,000 | +40.8% | 7,293 | +50.0% | 0.16% | +17.6% |
| Q4 2021 | $525,000 | -36.2% | 4,862 | -41.8% | 0.14% | -25.7% |
| Q3 2021 | $823,000 | +12.0% | 8,359 | +11.9% | 0.18% | +18.1% |
| Q2 2021 | $735,000 | +58.4% | 7,471 | +46.4% | 0.16% | +46.2% |
| Q1 2021 | $464,000 | +110.0% | 5,102 | +98.4% | 0.11% | +100.0% |
| Q4 2020 | $221,000 | – | 2,571 | – | 0.05% | – |
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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% |