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 | $924,642 | -21.5% | 9,846 | -18.5% | 0.02% | -19.4% |
| Q2 2023 | $1,178,003 | +7.7% | 12,087 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $1,093,593 | +49835.8% | 12,091 | -53.2% | 0.03% | -50.8% |
| Q4 2022 | $2,190 | -99.9% | 25,841 | +0.7% | 0.06% | 0.0% |
| Q3 2022 | $2,037,000 | +1.6% | 25,652 | +7.4% | 0.06% | +12.5% |
| Q2 2022 | $2,004,000 | -2.7% | 23,890 | +17.6% | 0.06% | +12.0% |
| Q1 2022 | $2,059,000 | +9.1% | 20,316 | +16.1% | 0.05% | +11.1% |
| Q4 2021 | $1,887,000 | +34.0% | 17,493 | +22.3% | 0.04% | +25.0% |
| Q3 2021 | $1,408,000 | +42.2% | 14,299 | +42.1% | 0.04% | +38.5% |
| Q2 2021 | $990,000 | +19.0% | 10,061 | +9.8% | 0.03% | +13.0% |
| Q1 2021 | $832,000 | +24.9% | 9,165 | +18.5% | 0.02% | +9.5% |
| Q4 2020 | $666,000 | +94.7% | 7,733 | +72.5% | 0.02% | +50.0% |
| Q3 2020 | $342,000 | +4785.7% | 4,482 | +4382.0% | 0.01% | – |
| Q2 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | – | 100 | – | 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% |