ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $773,359 | -5.6% | 8,235 | -2.0% | 0.07% | 0.0% |
| Q2 2023 | $818,962 | -37.1% | 8,403 | -41.6% | 0.07% | -43.0% |
| Q1 2023 | $1,301,738 | -16.9% | 14,392 | -27.1% | 0.13% | -26.4% |
| Q3 2022 | $1,567,000 | -5.7% | 19,730 | -0.3% | 0.17% | -5.4% |
| Q2 2022 | $1,661,000 | -23.6% | 19,797 | -7.6% | 0.18% | -12.8% |
| Q1 2022 | $2,173,000 | -12.7% | 21,436 | -6.9% | 0.21% | -11.0% |
| Q4 2021 | $2,489,000 | +18.2% | 23,035 | +7.7% | 0.24% | +5.8% |
| Q3 2021 | $2,106,000 | +6.7% | 21,385 | +6.7% | 0.22% | +7.7% |
| Q2 2021 | $1,974,000 | +2.5% | 20,046 | -5.4% | 0.21% | -8.8% |
| Q1 2021 | $1,926,000 | -54.5% | 21,199 | -56.9% | 0.23% | -57.1% |
| Q4 2020 | $4,229,000 | +35.2% | 49,160 | +19.8% | 0.53% | +14.4% |
| Q3 2020 | $3,127,000 | -20.3% | 41,034 | -26.8% | 0.46% | -26.9% |
| Q2 2020 | $3,924,000 | +134.1% | 56,066 | +92.4% | 0.64% | +96.6% |
| Q1 2020 | $1,676,000 | +616.2% | 29,146 | +109.6% | 0.32% | +10666.7% |
| Q2 2018 | $234,000 | – | 13,905 | – | 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% |