ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,204,698 | -22.9% | 215,150 | -20.0% | 2.30% | -17.2% |
| Q2 2023 | $26,212,768 | -9.9% | 268,959 | -16.4% | 2.77% | -12.5% |
| Q1 2023 | $29,102,784 | -40.1% | 321,755 | -44.4% | 3.17% | -45.5% |
| Q2 2022 | $48,568,000 | -19.8% | 578,876 | -3.1% | 5.81% | -3.5% |
| Q1 2022 | $60,550,000 | +12.1% | 597,432 | +19.3% | 6.02% | +11.2% |
| Q4 2021 | $54,018,000 | +16.0% | 500,675 | +5.9% | 5.42% | +10.2% |
| Q3 2021 | $46,548,000 | +12.7% | 472,759 | +12.7% | 4.92% | +10.9% |
| Q2 2021 | $41,311,000 | +22.6% | 419,526 | +13.1% | 4.43% | +5.0% |
| Q1 2021 | $33,698,000 | +3.1% | 370,838 | -2.4% | 4.22% | -18.3% |
| Q4 2020 | $32,692,000 | +60.3% | 380,012 | +42.0% | 5.16% | +31.1% |
| Q3 2020 | $20,396,000 | +14.1% | 267,633 | +4.8% | 3.94% | -8.9% |
| Q2 2020 | $17,870,000 | +135.3% | 255,329 | +93.2% | 4.33% | +44.4% |
| Q1 2020 | $7,596,000 | – | 132,130 | – | 3.00% | – |
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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% |