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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $113 | -22.1% | 1,073 | -30.1% | 0.00% | -33.3% |
| Q3 2023 | $145 | -12.1% | 1,536 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $165 | +2.5% | 1,690 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $161 | +5.2% | 1,778 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $153 | -98.8% | 1,803 | +1013.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 162 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -70.2% | 162 | -65.3% | 0.00% | -100.0% |
| Q1 2022 | $47,000 | +193.8% | 467 | +188.3% | 0.00% | – |
| Q3 2021 | $16,000 | – | 162 | – | 0.00% | – |
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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% |