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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,417 | +8.1% | 435 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $39,242 | -55.1% | 434 | -57.9% | 0.01% | -61.1% |
| Q4 2022 | $87,423 | +157.1% | 1,032 | +140.0% | 0.02% | +125.0% |
| Q3 2022 | $34,000 | -5.6% | 430 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $36,000 | -16.3% | 428 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 426 | +0.2% | 0.01% | -11.1% |
| Q4 2021 | $46,000 | +9.5% | 425 | +0.2% | 0.01% | -10.0% |
| Q3 2021 | $42,000 | 0.0% | 424 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +10.5% | 422 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 421 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | +12.5% | 420 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | – | 419 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |