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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,233,125 | +20.1% | 12,653 | +11.5% | 0.05% | +6.8% |
| Q1 2023 | $1,026,820 | -55.0% | 11,352 | -57.8% | 0.04% | -60.4% |
| Q4 2022 | $2,279,518 | -16.0% | 26,896 | -21.3% | 0.11% | -26.5% |
| Q3 2022 | $2,715,000 | +0.4% | 34,186 | +6.1% | 0.15% | -2.6% |
| Q2 2022 | $2,705,000 | +3.6% | 32,235 | +25.1% | 0.16% | +4.7% |
| Q1 2022 | $2,611,000 | +21.6% | 25,765 | +29.5% | 0.15% | +22.3% |
| Q4 2021 | $2,147,000 | +27.7% | 19,897 | +16.6% | 0.12% | +6.1% |
| Q3 2021 | $1,681,000 | +50.5% | 17,069 | +50.5% | 0.11% | +44.3% |
| Q2 2021 | $1,117,000 | +65.7% | 11,342 | +52.9% | 0.08% | +31.7% |
| Q1 2021 | $674,000 | +233.7% | 7,416 | +216.5% | 0.06% | +160.9% |
| Q4 2020 | $202,000 | – | 2,343 | – | 0.02% | – |
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% |