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 | $3,269,007 | -56.6% | 34,810 | -55.0% | 0.00% | -50.0% |
| Q2 2023 | $7,531,904 | +61936.9% | 77,282 | -42.4% | 0.00% | -42.9% |
| Q1 2023 | $12,141 | -99.6% | 134,234 | +292.9% | 0.01% | +250.0% |
| Q3 2022 | $2,713,000 | +22.4% | 34,169 | +29.3% | 0.00% | +100.0% |
| Q2 2022 | $2,216,000 | -8.6% | 26,417 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $2,425,000 | +5.8% | 23,928 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,292,000 | +682.3% | 21,239 | +559.4% | 0.00% | – |
| Q1 2021 | $293,000 | -63.9% | 3,221 | -69.7% | 0.00% | -100.0% |
| Q3 2020 | $811,000 | – | 10,642 | – | 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% |