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 | $357,703 | -3.6% | 3,809 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $371,225 | -11.6% | 3,809 | -18.0% | 0.02% | -16.7% |
| Q1 2023 | $419,959 | +30.1% | 4,643 | +21.9% | 0.03% | +25.0% |
| Q4 2022 | $322,813 | +6.9% | 3,809 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $302,000 | -6.2% | 3,809 | -0.9% | 0.02% | +4.3% |
| Q2 2022 | $322,000 | -22.2% | 3,843 | -6.0% | 0.02% | -14.8% |
| Q1 2022 | $414,000 | – | 4,088 | – | 0.03% | – |
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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% |