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 | $670,692 | -1.7% | 7,142 | +2.0% | 0.06% | 0.0% |
| Q2 2023 | $682,336 | +7.9% | 7,001 | +0.2% | 0.06% | -6.7% |
| Q1 2023 | $632,241 | +11.4% | 6,990 | +4.4% | 0.06% | +3.4% |
| Q4 2022 | $567,476 | +7.3% | 6,696 | +0.5% | 0.06% | -4.9% |
| Q3 2022 | $529,000 | -5.7% | 6,666 | -0.4% | 0.06% | -3.2% |
| Q2 2022 | $561,000 | -18.6% | 6,690 | -1.5% | 0.06% | -4.5% |
| Q1 2022 | $689,000 | +1.8% | 6,794 | +8.3% | 0.07% | +3.1% |
| Q4 2021 | $677,000 | +117.0% | 6,272 | +98.2% | 0.06% | +88.2% |
| Q3 2021 | $312,000 | 0.0% | 3,164 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $312,000 | +9.9% | 3,164 | +1.2% | 0.03% | +3.1% |
| Q1 2021 | $284,000 | -2.4% | 3,128 | -7.5% | 0.03% | -11.1% |
| Q4 2020 | $291,000 | -12.6% | 3,380 | -29.0% | 0.04% | -26.5% |
| Q2 2020 | $333,000 | – | 4,760 | – | 0.05% | – |
| Q1 2020 | $0 | – | 0 | – | 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% |