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 | $2,304,152 | -33.6% | 24,536 | -31.1% | 0.07% | -33.0% |
| Q2 2023 | $3,471,890 | -17.2% | 35,624 | -23.1% | 0.11% | -22.1% |
| Q1 2023 | $4,191,773 | +6.2% | 46,344 | -0.5% | 0.14% | +0.7% |
| Q4 2022 | $3,946,784 | +0.5% | 46,570 | -5.8% | 0.14% | -26.2% |
| Q3 2022 | $3,926,000 | -9.1% | 49,437 | -3.9% | 0.18% | -9.9% |
| Q2 2022 | $4,318,000 | -9.9% | 51,466 | +8.8% | 0.20% | -0.5% |
| Q1 2022 | $4,793,000 | -6.1% | 47,292 | -0.0% | 0.20% | +2.5% |
| Q4 2021 | $5,105,000 | +17.3% | 47,309 | +7.0% | 0.20% | -5.2% |
| Q3 2021 | $4,351,000 | +2.2% | 44,195 | +2.2% | 0.21% | -7.1% |
| Q2 2021 | $4,257,000 | +61.4% | 43,231 | +49.0% | 0.23% | +50.7% |
| Q1 2021 | $2,637,000 | +42.3% | 29,019 | +34.7% | 0.15% | +31.6% |
| Q4 2020 | $1,853,000 | +54.4% | 21,539 | +36.8% | 0.11% | +35.7% |
| Q3 2020 | $1,200,000 | +62.8% | 15,743 | +49.5% | 0.08% | +37.7% |
| Q2 2020 | $737,000 | +29.5% | 10,533 | +6.3% | 0.06% | 0.0% |
| Q1 2020 | $569,000 | -11.5% | 9,905 | +9.8% | 0.06% | +38.6% |
| Q4 2019 | $643,000 | – | 9,021 | – | 0.04% | – |
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% |