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 | $3,232,000 | +96233.8% | 34,420 | 0.0% | 0.19% | +3.8% |
| Q2 2023 | $3,355 | +14.0% | 34,420 | +5.8% | 0.18% | +1.6% |
| Q1 2023 | $2,943 | +7.3% | 32,536 | +0.5% | 0.18% | +0.6% |
| Q4 2022 | $2,743 | -99.9% | 32,362 | -29.6% | 0.18% | -31.7% |
| Q3 2022 | $3,651,000 | -1.6% | 45,975 | +4.0% | 0.26% | +0.4% |
| Q2 2022 | $3,710,000 | -10.8% | 44,223 | +7.8% | 0.26% | -0.4% |
| Q1 2022 | $4,158,000 | +1.3% | 41,027 | +7.8% | 0.26% | +2.3% |
| Q4 2021 | $4,105,000 | +9.9% | 38,044 | +0.3% | 0.26% | -35.2% |
| Q3 2021 | $3,735,000 | -3.2% | 37,932 | +0.3% | 0.40% | +40.4% |
| Q2 2021 | $3,860,000 | – | 37,812 | – | 0.28% | – |
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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% |