Morningstar Investment Services LLC - ISHARES TR ownership

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
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,029
+181.1%
10,936
+187.5%
0.01%
+160.0%
Q2 2023$3663,8040.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders