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 | $629,197 | -3.6% | 6,700 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $652,982 | +7.8% | 6,700 | 0.0% | 0.03% | -3.3% |
Q1 2023 | $606,015 | +6.7% | 6,700 | 0.0% | 0.03% | -3.2% |
Q4 2022 | $567,825 | +6.7% | 6,700 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $532,000 | -5.3% | 6,700 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $562,000 | -17.2% | 6,700 | 0.0% | 0.03% | +6.9% |
Q1 2022 | $679,000 | -6.1% | 6,700 | 0.0% | 0.03% | +7.4% |
Q4 2021 | $723,000 | +9.5% | 6,700 | 0.0% | 0.03% | +8.0% |
Q3 2021 | $660,000 | 0.0% | 6,700 | 0.0% | 0.02% | -3.8% |
Q2 2021 | $660,000 | +8.4% | 6,700 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $609,000 | – | 6,700 | – | 0.03% | – |
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% |