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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $22,032 | -4.9% | 226,064 | -11.7% | 0.23% | -1.7% |
| Q1 2023 | $23,158 | -3.1% | 256,031 | -9.2% | 0.24% | -0.8% |
| Q4 2022 | $23,903 | -99.9% | 282,036 | -8.7% | 0.24% | -2.0% |
| Q3 2022 | $24,541,000 | -7.5% | 309,037 | -2.3% | 0.24% | +3.8% |
| Q2 2022 | $26,539,000 | -17.8% | 316,308 | -0.7% | 0.24% | -1.7% |
| Q1 2022 | $32,284,000 | -5.7% | 318,544 | +0.4% | 0.24% | +0.4% |
| Q4 2021 | $34,232,000 | +155.8% | 317,251 | +80.7% | 0.24% | +119.3% |
| Q3 2021 | $13,381,000 | -53.5% | 175,576 | -39.9% | 0.11% | -46.6% |
| Q2 2021 | $28,788,000 | +52.8% | 292,348 | +33.5% | 0.20% | +42.7% |
| Q1 2021 | $18,836,000 | 0.0% | 218,957 | 0.0% | 0.14% | 0.0% |
| Q4 2020 | $18,836,000 | +40.8% | 218,957 | +24.7% | 0.14% | +31.2% |
| Q3 2020 | $13,381,000 | +23.6% | 175,576 | +13.5% | 0.11% | +19.8% |
| Q2 2020 | $10,826,000 | +34.8% | 154,676 | +10.7% | 0.09% | +23.0% |
| Q1 2020 | $8,033,000 | -8.4% | 139,731 | +13.6% | 0.07% | +10.4% |
| Q4 2019 | $8,773,000 | +30.7% | 123,011 | +19.8% | 0.07% | +24.1% |
| Q3 2019 | $6,714,000 | +29.0% | 102,710 | +27.4% | 0.05% | +28.6% |
| Q2 2019 | $5,204,000 | +23.4% | 80,638 | +18.8% | 0.04% | +20.0% |
| Q1 2019 | $4,217,000 | +82.3% | 67,855 | +61.1% | 0.04% | +66.7% |
| Q4 2018 | $2,313,000 | +51.3% | 42,117 | +76.2% | 0.02% | +75.0% |
| Q3 2018 | $1,529,000 | – | 23,899 | – | 0.01% | – |
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% |