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 | $2,797,918 | +9.2% | 29,794 | +13.3% | 0.17% | +6.8% |
| Q2 2023 | $2,563,160 | +11.4% | 26,300 | +3.4% | 0.16% | +5.2% |
| Q1 2023 | $2,301,592 | +17.6% | 25,446 | +10.2% | 0.15% | +13.2% |
| Q4 2022 | $1,956,877 | +12.4% | 23,090 | +5.3% | 0.14% | -6.2% |
| Q3 2022 | $1,741,000 | +0.3% | 21,919 | +5.9% | 0.14% | -4.6% |
| Q2 2022 | $1,736,000 | -14.8% | 20,691 | +2.9% | 0.15% | -12.6% |
| Q1 2022 | $2,037,000 | -2.9% | 20,100 | +3.4% | 0.17% | -7.9% |
| Q4 2021 | $2,098,000 | +73.8% | 19,446 | +58.7% | 0.19% | +53.7% |
| Q3 2021 | $1,207,000 | +12.8% | 12,256 | +12.8% | 0.12% | +5.1% |
| Q2 2021 | $1,070,000 | +1003.1% | 10,869 | +913.9% | 0.12% | +735.7% |
| Q1 2021 | $97,000 | – | 1,072 | – | 0.01% | – |
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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% |