ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 69 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,152,748 | +8.5% | 54,869 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $4,750,785 | -57.8% | 48,746 | -60.8% | 0.00% | -50.0% |
| Q1 2023 | $11,249,719 | +408.0% | 124,375 | +376.0% | 0.00% | +100.0% |
| Q4 2022 | $2,214,348 | -42.3% | 26,128 | -45.9% | 0.00% | 0.0% |
| Q3 2022 | $3,836,000 | +719.7% | 48,307 | +766.8% | 0.00% | – |
| Q2 2022 | $468,000 | -75.7% | 5,573 | -75.1% | 0.00% | -100.0% |
| Q4 2020 | $1,923,000 | +265.6% | 22,349 | +202.7% | 0.00% | – |
| Q4 2019 | $526,000 | -28.1% | 7,382 | -34.1% | 0.00% | – |
| Q3 2019 | $732,000 | -38.3% | 11,198 | -41.4% | 0.00% | -100.0% |
| Q1 2019 | $1,187,000 | – | 19,108 | – | 0.00% | – |
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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% |