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 | $638 | -98.4% | 6,792 | -98.6% | 0.05% | -95.5% |
| Q2 2023 | $41,087 | +1145.8% | 479,332 | +1214.3% | 1.02% | +528.8% |
| Q1 2023 | $3,298 | -93.7% | 36,470 | -94.1% | 0.16% | -94.4% |
| Q4 2022 | $52,428 | -99.9% | 618,620 | -18.9% | 2.89% | -20.7% |
| Q3 2022 | $60,607,000 | -4.3% | 763,221 | +1.1% | 3.64% | +6.2% |
| Q2 2022 | $63,317,000 | -10.0% | 754,671 | +8.8% | 3.43% | -5.9% |
| Q1 2022 | $70,331,000 | +8.4% | 693,947 | +15.4% | 3.64% | +13.7% |
| Q4 2021 | $64,910,000 | +42.4% | 601,578 | +30.3% | 3.20% | +19.6% |
| Q3 2021 | $45,597,000 | +24.0% | 461,564 | +23.6% | 2.68% | +17.9% |
| Q2 2021 | $36,774,000 | +1149.5% | 373,445 | +1053.1% | 2.27% | +918.4% |
| Q1 2021 | $2,943,000 | +380.9% | 32,387 | +355.1% | 0.22% | +337.3% |
| Q4 2020 | $612,000 | – | 7,116 | – | 0.05% | – |
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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% |