ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,429 | -3.6% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,936 | +7.7% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,934 | +6.7% | 143 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,119 | -100.0% | 143 | -79.8% | 0.00% | -80.0% |
| Q3 2022 | $56,142,000 | +11.0% | 707 | +17.2% | 0.01% | +11.1% |
| Q2 2022 | $50,591,000 | -29.4% | 603 | -14.7% | 0.01% | -18.2% |
| Q1 2022 | $71,654,000 | -6.1% | 707 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $76,285,000 | +213.7% | 707 | +186.2% | 0.01% | +175.0% |
| Q3 2021 | $24,319,000 | -0.0% | 247 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,322,000 | +8.4% | 247 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,444,000 | +150.9% | 247 | +137.5% | 0.00% | +100.0% |
| Q4 2020 | $8,947,000 | +22.9% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,279,000 | +21.7% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,979,000 | -19.4% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,417,000 | – | 104 | – | 0.00% | – |
Download | ||||||
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% |