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 | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| Q2 2023 | $932,138 | -4.2% | 9,564 | -11.1% | 0.07% | -4.3% |
| Q1 2023 | $973,348 | +6.8% | 10,761 | +0.0% | 0.07% | -1.4% |
| Q4 2022 | $911,666 | -4.3% | 10,757 | -10.3% | 0.07% | -12.5% |
| Q3 2022 | $953,000 | +2.6% | 11,998 | +8.4% | 0.08% | +8.1% |
| Q2 2022 | $929,000 | -25.6% | 11,072 | -10.1% | 0.07% | -11.9% |
| Q1 2022 | $1,249,000 | -4.2% | 12,322 | +2.0% | 0.08% | -1.2% |
| Q4 2021 | $1,304,000 | +30.8% | 12,085 | +19.3% | 0.08% | +9.0% |
| Q2 2021 | $997,000 | +14.3% | 10,128 | +5.6% | 0.08% | -7.1% |
| Q1 2021 | $872,000 | +61.2% | 9,592 | +52.6% | 0.08% | +50.0% |
| Q4 2020 | $541,000 | -10.1% | 6,287 | -20.4% | 0.06% | +21.7% |
| Q3 2020 | $602,000 | – | 7,894 | – | 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% |