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 | $1,707,462 | -7.6% | 18,182 | -4.1% | 0.28% | -5.0% |
| Q2 2023 | $1,847,912 | -89.1% | 18,961 | -89.9% | 0.30% | -90.1% |
| Q1 2023 | $17,002,258 | -0.2% | 187,974 | -6.5% | 3.02% | -7.8% |
| Q4 2022 | $17,031,517 | -19.7% | 200,962 | -24.7% | 3.27% | -26.8% |
| Q3 2022 | $21,204,000 | -6.3% | 267,013 | -1.0% | 4.47% | -7.0% |
| Q2 2022 | $22,618,000 | -6.9% | 269,587 | +12.4% | 4.81% | +5.2% |
| Q1 2022 | $24,305,000 | +93.5% | 239,812 | +106.0% | 4.57% | +88.5% |
| Q4 2021 | $12,563,000 | +64.4% | 116,428 | +50.0% | 2.43% | +55.0% |
| Q3 2021 | $7,641,000 | +254.7% | 77,606 | +254.8% | 1.56% | +222.7% |
| Q2 2021 | $2,154,000 | +64.4% | 21,876 | +51.8% | 0.48% | +51.6% |
| Q1 2021 | $1,310,000 | – | 14,412 | – | 0.32% | – |
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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% |