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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,284,258 | -66.3% | 74,741 | -68.7% | 0.00% | -77.8% |
| Q1 2023 | $21,586,164 | +542.3% | 238,653 | +501.9% | 0.01% | +350.0% |
| Q4 2022 | $3,360,507 | -68.4% | 39,652 | -70.4% | 0.00% | -60.0% |
| Q3 2022 | $10,620,000 | +14.7% | 133,742 | +21.2% | 0.01% | +25.0% |
| Q2 2022 | $9,262,000 | +218.6% | 110,392 | +273.9% | 0.00% | +300.0% |
| Q3 2021 | $2,907,000 | +45.9% | 29,528 | +46.0% | 0.00% | 0.0% |
| Q2 2021 | $1,992,000 | -85.4% | 20,226 | -88.7% | 0.00% | -87.5% |
| Q3 2020 | $13,630,000 | +137.3% | 178,843 | +122.1% | 0.01% | 0.0% |
| Q4 2019 | $5,744,000 | +1988.7% | 80,539 | +1511.1% | 0.01% | +700.0% |
| Q4 2018 | $275,000 | -92.1% | 4,999 | -90.8% | 0.00% | -85.7% |
| Q3 2018 | $3,477,000 | +156.0% | 54,355 | +139.6% | 0.01% | +133.3% |
| Q2 2018 | $1,358,000 | -2.7% | 22,683 | -6.1% | 0.00% | -25.0% |
| Q1 2018 | $1,396,000 | 0.0% | 24,162 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $1,396,000 | +170.0% | 23,925 | +153.4% | 0.00% | +100.0% |
| Q3 2017 | $517,000 | -78.2% | 9,443 | -80.4% | 0.00% | -80.0% |
| Q4 2016 | $2,370,000 | – | 48,243 | – | 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% |