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 | $1,075,908 | -6.8% | 11,457 | -3.3% | 0.16% | -4.3% |
| Q2 2023 | $1,154,492 | +7.4% | 11,846 | -0.3% | 0.16% | 0.0% |
| Q1 2023 | $1,074,897 | +236.9% | 11,884 | +215.6% | 0.16% | +215.4% |
| Q4 2022 | $319,044 | +2.3% | 3,765 | -4.2% | 0.05% | -13.3% |
| Q3 2022 | $312,000 | -15.9% | 3,930 | -11.1% | 0.06% | -11.8% |
| Q2 2022 | $371,000 | -23.0% | 4,422 | -7.0% | 0.07% | -16.0% |
| Q1 2022 | $482,000 | +57.5% | 4,755 | +67.9% | 0.08% | +39.7% |
| Q4 2021 | $306,000 | +17.7% | 2,832 | +7.3% | 0.06% | +5.5% |
| Q3 2021 | $260,000 | -69.8% | 2,639 | -69.9% | 0.06% | -70.7% |
| Q2 2021 | $862,000 | +21.8% | 8,756 | +12.4% | 0.19% | +9.9% |
| Q1 2021 | $708,000 | +25.3% | 7,792 | +18.6% | 0.17% | +205.4% |
| Q4 2020 | $565,000 | +49.9% | 6,571 | +32.8% | 0.06% | +27.3% |
| Q3 2020 | $377,000 | +52.6% | 4,947 | +40.3% | 0.04% | +63.0% |
| Q2 2020 | $247,000 | – | 3,527 | – | 0.03% | – |
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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% |