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 | $366,392 | -4.6% | 3,885 | -1.4% | 0.00% | – |
| Q2 2023 | $383,980 | +30.2% | 3,940 | +20.8% | 0.00% | -100.0% |
| Q1 2023 | $294,957 | +6.7% | 3,261 | -23.5% | 0.01% | +100.0% |
| Q4 2022 | $276,449 | -47.9% | 4,261 | -36.3% | 0.00% | -57.1% |
| Q3 2022 | $531,000 | +48.3% | 6,694 | -11.0% | 0.01% | +75.0% |
| Q2 2022 | $358,000 | -45.9% | 7,522 | +15.3% | 0.00% | -42.9% |
| Q1 2022 | $662,000 | -6.0% | 6,522 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $704,000 | – | 6,522 | – | 0.01% | – |
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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% |