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 | $61,134 | -3.6% | 651 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $63,445 | +2.5% | 651 | -5.0% | 0.01% | 0.0% |
Q1 2023 | $61,914 | +387.9% | 685 | +356.7% | 0.01% | +250.0% |
Q4 2022 | $12,689 | +5.7% | 150 | +0.7% | 0.00% | 0.0% |
Q3 2022 | $12,000 | 0.0% | 149 | +0.7% | 0.00% | +100.0% |
Q2 2022 | $12,000 | -20.0% | 148 | 0.0% | 0.00% | -50.0% |
Q1 2022 | $15,000 | -55.9% | 148 | -56.7% | 0.00% | -50.0% |
Q3 2021 | $34,000 | -47.7% | 342 | -50.0% | 0.00% | 0.0% |
Q2 2021 | $65,000 | +109.7% | 684 | +100.0% | 0.00% | 0.0% |
Q1 2021 | $31,000 | +29.2% | 342 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $24,000 | – | 342 | – | 0.00% | – |
Download |
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% |