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 | $1,694,044 | -9.3% | 18,039 | -5.9% | 0.52% | -6.6% |
| Q2 2023 | $1,868,018 | +1.2% | 19,167 | -6.1% | 0.56% | -4.9% |
| Q1 2023 | $1,846,753 | +16.3% | 20,417 | +9.0% | 0.59% | +7.1% |
| Q4 2022 | $1,588,127 | +6.8% | 18,739 | +0.0% | 0.55% | -4.0% |
| Q3 2022 | $1,487,000 | -6.7% | 18,732 | -1.4% | 0.57% | -2.2% |
| Q2 2022 | $1,594,000 | -15.3% | 18,999 | +2.3% | 0.58% | +4.7% |
| Q1 2022 | $1,882,000 | +2.1% | 18,569 | +8.7% | 0.56% | +4.3% |
| Q4 2021 | $1,844,000 | +9.0% | 17,090 | -0.5% | 0.54% | -0.4% |
| Q3 2021 | $1,691,000 | -0.6% | 17,173 | -0.6% | 0.54% | 0.0% |
| Q2 2021 | $1,701,000 | -5.8% | 17,273 | -13.1% | 0.54% | -11.2% |
| Q1 2021 | $1,806,000 | +28.6% | 19,873 | +21.7% | 0.61% | +16.5% |
| Q4 2020 | $1,404,000 | +30.5% | 16,323 | +15.6% | 0.52% | +15.0% |
| Q3 2020 | $1,076,000 | +11.4% | 14,124 | +2.3% | 0.45% | -5.4% |
| Q2 2020 | $966,000 | +28.5% | 13,805 | +5.5% | 0.48% | +1.3% |
| Q1 2020 | $752,000 | +225.5% | 13,080 | +303.7% | 0.47% | +265.9% |
| Q4 2019 | $231,000 | – | 3,240 | – | 0.13% | – |
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% |