ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,155,000 | -20.8% | 331,523 | -17.9% | 0.06% | -23.4% |
Q2 2023 | $39,353,000 | +5.9% | 403,727 | -1.8% | 0.08% | -4.9% |
Q1 2023 | $37,173,000 | -2.0% | 410,979 | -8.2% | 0.08% | -6.9% |
Q4 2022 | $37,927,000 | +78.5% | 447,456 | +67.1% | 0.09% | +52.6% |
Q3 2022 | $21,242,000 | -4.8% | 267,776 | +0.7% | 0.06% | -1.7% |
Q2 2022 | $22,303,000 | -48.4% | 265,802 | -37.7% | 0.06% | -39.6% |
Q1 2022 | $43,224,000 | -5.7% | 426,367 | +0.4% | 0.10% | -4.0% |
Q4 2021 | $45,814,000 | +17.6% | 424,550 | +7.3% | 0.10% | -3.8% |
Q3 2021 | $38,959,000 | +11.9% | 395,563 | +11.8% | 0.10% | +3.0% |
Q2 2021 | $34,823,000 | +14.6% | 353,720 | +5.8% | 0.10% | +5.2% |
Q1 2021 | $30,399,000 | +24.4% | 334,329 | +17.7% | 0.10% | -5.9% |
Q4 2020 | $24,432,000 | +74.5% | 283,945 | +54.4% | 0.10% | +50.0% |
Q3 2020 | $14,000,000 | +17.3% | 183,880 | +7.9% | 0.07% | +4.6% |
Q2 2020 | $11,934,000 | +98.1% | 170,446 | +62.6% | 0.06% | +66.7% |
Q1 2020 | $6,023,000 | +748.3% | 104,857 | +952.5% | 0.04% | +875.0% |
Q4 2019 | $710,000 | +8.9% | 9,963 | -0.3% | 0.00% | 0.0% |
Q3 2019 | $652,000 | +213.5% | 9,988 | +210.8% | 0.00% | +300.0% |
Q2 2019 | $208,000 | – | 3,214 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |