ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,947,595 | -12.4% | 42,036 | -9.1% | 0.20% | -8.8% |
| Q2 2023 | $4,507,090 | -62.3% | 46,246 | -65.0% | 0.22% | -70.4% |
| Q1 2023 | $11,946,842 | -4.3% | 132,082 | -10.3% | 0.73% | -17.2% |
| Q4 2022 | $12,477,901 | +120.7% | 147,232 | +106.8% | 0.88% | +89.9% |
| Q3 2022 | $5,654,000 | -6.7% | 71,198 | -1.4% | 0.47% | -7.5% |
| Q2 2022 | $6,060,000 | -27.0% | 72,225 | -11.9% | 0.50% | -14.6% |
| Q1 2022 | $8,306,000 | -4.8% | 81,953 | +1.3% | 0.59% | -9.5% |
| Q4 2021 | $8,726,000 | +218050.0% | 80,867 | +139325.9% | 0.65% | +32500.0% |
| Q2 2020 | $4,000 | – | 58 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |