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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,644,778 | -2.4% | 81,405 | +1.3% | 0.20% | -1.9% |
| Q2 2023 | $7,832,865 | +0.7% | 80,371 | -6.5% | 0.21% | -2.8% |
| Q1 2023 | $7,776,947 | -27.4% | 85,981 | -32.0% | 0.22% | -34.5% |
| Q4 2022 | $10,715,087 | +4.3% | 126,432 | -2.2% | 0.33% | -9.6% |
| Q3 2022 | $10,271,000 | +13.4% | 129,339 | +19.8% | 0.36% | +17.1% |
| Q2 2022 | $9,056,000 | -20.1% | 107,932 | -3.5% | 0.31% | -7.2% |
| Q1 2022 | $11,340,000 | -5.6% | 111,895 | +0.6% | 0.33% | -3.2% |
| Q4 2021 | $12,007,000 | +20.7% | 111,277 | +10.1% | 0.34% | +9.2% |
| Q3 2021 | $9,948,000 | +16.4% | 101,025 | +16.4% | 0.32% | +17.0% |
| Q2 2021 | $8,550,000 | +35.6% | 86,822 | +25.1% | 0.27% | +15.4% |
| Q1 2021 | $6,306,000 | +21.2% | 69,390 | +14.8% | 0.23% | +12.0% |
| Q4 2020 | $5,201,000 | +56.1% | 60,453 | +38.3% | 0.21% | +33.1% |
| Q3 2020 | $3,331,000 | +16.4% | 43,704 | +6.9% | 0.16% | 0.0% |
| Q2 2020 | $2,861,000 | +130.9% | 40,884 | +89.6% | 0.16% | +93.8% |
| Q1 2020 | $1,239,000 | +8160.0% | 21,566 | +10471.6% | 0.08% | +8000.0% |
| Q4 2019 | $15,000 | +400.0% | 204 | +308.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 50 | – | 0.00% | – |
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% |