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 | $43,870,057 | -1.4% | 467,150 | +2.3% | 1.05% | +10.7% |
| Q2 2023 | $44,498,092 | +16.8% | 456,578 | +8.4% | 0.95% | -41.8% |
| Q1 2023 | $38,106,856 | +3.9% | 421,303 | -2.6% | 1.64% | -7.2% |
| Q4 2022 | $36,662,342 | +17.4% | 432,594 | +10.0% | 1.76% | -4.7% |
| Q3 2022 | $31,228,000 | +4.1% | 393,251 | +10.0% | 1.85% | -8.5% |
| Q2 2022 | $30,005,000 | -13.8% | 357,624 | +4.1% | 2.02% | +17.9% |
| Q1 2022 | $34,813,000 | -2.6% | 343,490 | +3.7% | 1.71% | +3.6% |
| Q4 2021 | $35,731,000 | +5.7% | 331,146 | -3.6% | 1.65% | +6.8% |
| Q3 2021 | $33,809,000 | +15.4% | 343,377 | +15.4% | 1.55% | +18.7% |
| Q2 2021 | $29,297,000 | +8.4% | 297,526 | 0.0% | 1.30% | +9.9% |
| Q1 2021 | $27,036,000 | – | 297,526 | – | 1.19% | – |
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% |