ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,839 | -7.1% | 10,242 | -3.6% | 0.85% | -4.5% |
| Q2 2023 | $1,035,331 | +8.4% | 10,623 | +0.6% | 0.89% | -4.9% |
| Q1 2023 | $955,091 | +20.4% | 10,559 | +12.8% | 0.93% | +11.0% |
| Q4 2022 | $793,578 | +8.2% | 9,364 | +1.4% | 0.84% | -4.5% |
| Q3 2022 | $733,197 | -14.8% | 9,233 | -9.9% | 0.88% | -8.9% |
| Q2 2022 | $860,147 | -27.5% | 10,252 | -12.4% | 0.97% | -20.1% |
| Q1 2022 | $1,186,323 | -15.7% | 11,705 | -10.2% | 1.21% | -4.3% |
| Q4 2021 | $1,406,775 | – | 13,038 | – | 1.26% | – |
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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% |