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 | $1,236 | -3.1% | 13,164 | +0.5% | 0.05% | -4.1% |
| Q2 2023 | $1,276 | -33.7% | 13,096 | -38.4% | 0.05% | -39.5% |
| Q1 2023 | $1,924 | -43.3% | 21,269 | -46.8% | 0.08% | -46.7% |
| Q4 2022 | $3,391 | -99.9% | 40,009 | -13.4% | 0.15% | -17.4% |
| Q3 2022 | $3,667,000 | -9.0% | 46,182 | -3.8% | 0.18% | -5.6% |
| Q2 2022 | $4,029,000 | -15.5% | 48,021 | +2.1% | 0.20% | -8.5% |
| Q1 2022 | $4,769,000 | +1.6% | 47,054 | +8.1% | 0.21% | +1.9% |
| Q4 2021 | $4,696,000 | +12.6% | 43,520 | +2.8% | 0.21% | -0.5% |
| Q3 2021 | $4,169,000 | +10.5% | 42,337 | +10.5% | 0.21% | +9.4% |
| Q2 2021 | $3,773,000 | +18.9% | 38,318 | +9.7% | 0.19% | +12.3% |
| Q1 2021 | $3,174,000 | +40.8% | 34,934 | +33.3% | 0.17% | +27.6% |
| Q4 2020 | $2,254,000 | +5991.9% | 26,204 | +5269.7% | 0.13% | +6600.0% |
| Q3 2020 | $37,000 | – | 488 | – | 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% |