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 | $484,492 | +6.0% | 5,159 | +10.0% | 0.15% | +7.4% |
| Q2 2023 | $457,195 | +7.9% | 4,691 | +0.1% | 0.14% | +3.0% |
| Q1 2023 | $423,646 | -7.1% | 4,684 | -12.9% | 0.13% | -11.4% |
| Q4 2022 | $455,978 | -98.8% | 5,380 | -98.9% | 0.15% | -98.8% |
| Q3 2022 | $37,395,000 | -9.9% | 470,907 | -4.8% | 12.85% | +3.4% |
| Q2 2022 | $41,490,000 | -22.0% | 494,518 | -5.8% | 12.44% | -6.6% |
| Q1 2022 | $53,184,000 | +6.0% | 524,755 | +12.9% | 13.32% | +9.2% |
| Q4 2021 | $50,159,000 | +11.1% | 464,866 | +1.4% | 12.19% | +5.9% |
| Q3 2021 | $45,151,000 | +6.1% | 458,570 | +6.1% | 11.52% | +1.0% |
| Q2 2021 | $42,555,000 | +11.2% | 432,163 | +2.6% | 11.40% | +2.3% |
| Q1 2021 | $38,264,000 | +46.1% | 421,093 | +38.3% | 11.15% | +19.0% |
| Q4 2020 | $26,196,000 | +48.3% | 304,507 | +31.4% | 9.37% | +25.2% |
| Q3 2020 | $17,665,000 | +21.5% | 231,796 | +11.6% | 7.49% | +6.6% |
| Q2 2020 | $14,536,000 | +59.1% | 207,690 | +30.7% | 7.02% | +13.9% |
| Q1 2020 | $9,134,000 | – | 158,875 | – | 6.16% | – |
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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% |