ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 80 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,000 | -7.1% | 4,049 | -3.6% | 0.11% | -10.9% |
| Q2 2023 | $409,000 | -34.0% | 4,200 | -38.8% | 0.12% | -32.4% |
| Q1 2023 | $620,000 | +42.5% | 6,860 | +33.8% | 0.18% | +38.6% |
| Q4 2022 | $435,000 | +6.1% | 5,127 | -0.6% | 0.13% | -0.8% |
| Q3 2022 | $410,000 | -10.1% | 5,157 | -26.0% | 0.13% | -14.1% |
| Q3 2019 | $456,000 | +19.1% | 6,968 | +17.4% | 0.15% | +33.0% |
| Q2 2019 | $383,000 | +3.8% | 5,935 | -0.1% | 0.11% | +220.0% |
| Q1 2019 | $369,000 | +41.9% | 5,942 | +46.1% | 0.04% | +40.0% |
| Q3 2018 | $260,000 | – | 4,068 | – | 0.02% | – |
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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% |