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 | $745,767 | +116.4% | 7,941 | +124.6% | 0.05% | +121.7% |
Q2 2023 | $344,551 | -61.7% | 3,535 | -64.4% | 0.02% | -67.6% |
Q1 2023 | $898,835 | +8.7% | 9,937 | +1.9% | 0.07% | -2.7% |
Q4 2022 | $826,746 | +313.4% | 9,755 | +308.8% | 0.07% | +284.2% |
Q2 2022 | $200,000 | -35.9% | 2,386 | -22.7% | 0.02% | -24.0% |
Q1 2022 | $312,000 | -66.7% | 3,085 | -64.5% | 0.02% | -66.7% |
Q4 2021 | $938,000 | +2187.8% | 8,700 | +21119.5% | 0.08% | +1400.0% |
Q3 2021 | $41,000 | -91.0% | 41 | -99.1% | 0.01% | -89.4% |
Q2 2021 | $456,000 | +64.0% | 4,635 | +51.0% | 0.05% | +42.4% |
Q1 2021 | $278,000 | +26.4% | 3,069 | +20.0% | 0.03% | +10.0% |
Q4 2020 | $220,000 | – | 2,558 | – | 0.03% | – |
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% |