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 | $5,452,508 | +416.4% | 58,061 | +435.9% | 0.00% | – |
| Q2 2023 | $1,055,882 | -67.2% | 10,834 | -69.6% | 0.00% | -100.0% |
| Q1 2023 | $3,218,301 | -19.1% | 35,581 | -24.2% | 0.00% | 0.0% |
| Q4 2022 | $3,980,030 | -58.5% | 46,962 | -61.1% | 0.00% | -50.0% |
| Q3 2022 | $9,585,000 | +7.8% | 120,693 | +13.8% | 0.00% | 0.0% |
| Q2 2022 | $8,895,000 | +192.8% | 106,014 | +253.7% | 0.00% | – |
| Q1 2022 | $3,038,000 | +290.5% | 29,977 | +315.8% | 0.00% | – |
| Q4 2021 | $778,000 | -87.0% | 7,210 | -88.2% | 0.00% | -100.0% |
| Q3 2021 | $6,006,000 | +190.8% | 61,001 | +191.0% | 0.00% | – |
| Q2 2021 | $2,065,000 | +19.2% | 20,966 | +9.9% | 0.00% | – |
| Q1 2021 | $1,733,000 | -88.3% | 19,072 | -88.9% | 0.00% | -100.0% |
| Q4 2020 | $14,814,000 | +1039.5% | 172,200 | +909.4% | 0.00% | – |
| Q3 2020 | $1,300,000 | +30.4% | 17,060 | +19.8% | 0.00% | – |
| Q2 2020 | $997,000 | +72.2% | 14,244 | +75.5% | 0.00% | – |
| Q4 2019 | $579,000 | +62.6% | 8,118 | +49.1% | 0.00% | – |
| Q3 2019 | $356,000 | -94.2% | 5,445 | -94.2% | 0.00% | -100.0% |
| Q2 2019 | $6,088,000 | +757.5% | 94,358 | +725.7% | 0.00% | – |
| Q1 2019 | $710,000 | -78.9% | 11,428 | -81.4% | 0.00% | -100.0% |
| Q4 2018 | $3,368,000 | – | 61,322 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |