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 | $1,728,883 | -4.8% | 18,410 | -1.2% | 0.42% | -3.2% |
| Q2 2023 | $1,816,167 | +3.8% | 18,635 | -3.7% | 0.43% | -1.6% |
| Q1 2023 | $1,750,027 | +0.9% | 19,348 | -5.4% | 0.44% | -6.4% |
| Q4 2022 | $1,733,646 | -1.2% | 20,456 | -7.4% | 0.47% | -7.8% |
| Q3 2022 | $1,754,000 | -1.7% | 22,092 | +3.8% | 0.51% | 0.0% |
| Q2 2022 | $1,785,000 | -18.0% | 21,275 | -0.9% | 0.51% | -7.6% |
| Q1 2022 | $2,176,000 | +17.8% | 21,468 | +25.4% | 0.55% | +20.2% |
| Q4 2021 | $1,847,000 | +38.8% | 17,116 | +26.6% | 0.46% | +28.9% |
| Q3 2021 | $1,331,000 | +6.0% | 13,516 | +6.0% | 0.36% | +3.8% |
| Q2 2021 | $1,256,000 | +16.8% | 12,751 | +7.8% | 0.34% | +4.6% |
| Q1 2021 | $1,075,000 | +7.5% | 11,827 | +1.7% | 0.33% | +3.1% |
| Q4 2020 | $1,000,000 | +8.0% | 11,624 | -4.3% | 0.32% | -0.6% |
| Q3 2020 | $926,000 | +13.8% | 12,145 | +4.5% | 0.32% | +7.4% |
| Q2 2020 | $814,000 | +27.8% | 11,625 | +4.9% | 0.30% | +12.0% |
| Q1 2020 | $637,000 | – | 11,085 | – | 0.27% | – |
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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% |