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 | $223,694 | -12.8% | 2,382 | -9.5% | 0.01% | 0.0% |
| Q2 2023 | $256,417 | +5.6% | 2,631 | -2.0% | 0.01% | -14.3% |
| Q1 2023 | $242,860 | -47.7% | 2,685 | -51.0% | 0.01% | -50.0% |
| Q4 2022 | $464,684 | +13.1% | 5,483 | +6.0% | 0.01% | +40.0% |
| Q3 2022 | $411,000 | +2.0% | 5,171 | +7.6% | 0.01% | 0.0% |
| Q2 2022 | $403,000 | -27.6% | 4,804 | -12.6% | 0.01% | -28.6% |
| Q1 2022 | $557,000 | -14.4% | 5,498 | -8.8% | 0.01% | -30.0% |
| Q4 2021 | $651,000 | +39.4% | 6,029 | +27.1% | 0.02% | +66.7% |
| Q3 2021 | $467,000 | -8.6% | 4,744 | -8.6% | 0.01% | -20.0% |
| Q2 2021 | $511,000 | +13.3% | 5,189 | +4.5% | 0.02% | -6.2% |
| Q1 2021 | $451,000 | +74.1% | 4,964 | +64.3% | 0.02% | +33.3% |
| Q4 2020 | $259,000 | +21.0% | 3,022 | +7.1% | 0.01% | +9.1% |
| Q3 2020 | $214,000 | – | 2,821 | – | 0.01% | – |
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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% |