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 | $902,733 | -36.4% | 9,613 | -34.0% | 0.19% | -32.2% |
| Q2 2023 | $1,418,526 | +5.9% | 14,555 | -1.7% | 0.28% | +1.8% |
| Q1 2023 | $1,339,435 | +14.7% | 14,809 | +7.4% | 0.27% | +5.9% |
| Q4 2022 | $1,168,109 | +13.7% | 13,783 | +12.6% | 0.26% | +4.9% |
| Q3 2022 | $1,027,000 | -2.3% | 12,243 | -2.3% | 0.24% | +3.4% |
| Q2 2022 | $1,051,000 | -15.4% | 12,527 | +2.2% | 0.24% | -6.3% |
| Q1 2022 | $1,242,000 | -12.2% | 12,253 | -6.5% | 0.25% | +3.7% |
| Q4 2021 | $1,414,000 | +7.4% | 13,103 | -2.0% | 0.24% | +0.8% |
| Q3 2021 | $1,316,000 | +11.5% | 13,369 | +11.6% | 0.24% | +14.2% |
| Q2 2021 | $1,180,000 | +8.4% | 11,979 | 0.0% | 0.21% | -1.4% |
| Q1 2021 | $1,089,000 | +24.2% | 11,979 | +17.5% | 0.21% | +16.9% |
| Q4 2020 | $877,000 | +18.7% | 10,195 | +5.2% | 0.18% | +1.7% |
| Q3 2020 | $739,000 | +5.6% | 9,695 | -3.0% | 0.18% | -0.6% |
| Q2 2020 | $700,000 | +23.0% | 9,995 | +1.0% | 0.18% | -1.6% |
| Q1 2020 | $569,000 | +66.4% | 9,895 | +106.4% | 0.18% | +97.8% |
| Q4 2019 | $342,000 | +228.8% | 4,795 | +200.6% | 0.09% | +190.6% |
| Q3 2019 | $104,000 | +1.0% | 1,595 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $103,000 | +4.0% | 1,595 | 0.0% | 0.03% | -11.1% |
| Q1 2019 | $99,000 | +12.5% | 1,595 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $88,000 | – | 1,595 | – | 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% |