ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,141,672 | -52.1% | 12,156 | -59.9% | 0.05% | -1.9% |
| Q2 2023 | $2,384,379 | +151.2% | 30,302 | +91.2% | 0.05% | +26.8% |
| Q1 2023 | $949,139 | +18128.1% | 15,846 | -81.7% | 0.04% | -70.5% |
| Q4 2022 | $5,207 | -99.9% | 86,633 | -32.1% | 0.14% | -30.8% |
| Q3 2022 | $7,696,000 | -5.3% | 127,515 | -6.0% | 0.20% | -21.5% |
| Q2 2022 | $8,129,000 | -22.4% | 135,704 | -22.4% | 0.26% | +95.4% |
| Q1 2022 | $10,482,000 | +121.4% | 174,838 | +298.7% | 0.13% | +40.9% |
| Q4 2021 | $4,734,000 | +21.5% | 43,855 | +10.7% | 0.09% | +19.2% |
| Q3 2021 | $3,897,000 | +43.0% | 39,603 | +43.2% | 0.08% | +39.3% |
| Q2 2021 | $2,726,000 | +17.6% | 27,660 | +8.7% | 0.06% | +24.4% |
| Q1 2021 | $2,318,000 | -37.7% | 25,449 | -41.0% | 0.04% | -70.2% |
| Q4 2020 | $3,720,000 | +77.9% | 43,156 | +57.5% | 0.15% | +20.8% |
| Q3 2020 | $2,091,000 | +50.4% | 27,407 | +35.3% | 0.12% | +13.6% |
| Q2 2020 | $1,390,000 | +2427.3% | 20,253 | +2084.8% | 0.11% | +1733.3% |
| Q1 2020 | $55,000 | +5400.0% | 927 | +7625.0% | 0.01% | – |
| Q4 2019 | $1,000 | -95.0% | 12 | -96.1% | 0.00% | -100.0% |
| Q3 2019 | $20,000 | – | 304 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $15,000 | +7.1% | 233 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 233 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |