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 | $5,986,076 | -3.5% | 63,743 | +0.1% | 1.48% | +0.2% |
| Q2 2023 | $6,205,443 | +10.8% | 63,672 | +2.8% | 1.48% | +4.2% |
| Q1 2023 | $5,602,164 | +7.5% | 61,937 | +0.7% | 1.42% | -0.4% |
| Q4 2022 | $5,211,359 | +18.3% | 61,491 | +10.6% | 1.42% | -7.0% |
| Q3 2022 | $4,406,000 | +60.2% | 55,617 | +69.7% | 1.53% | +57.8% |
| Q2 2022 | $2,750,000 | -28.8% | 32,771 | -14.0% | 0.97% | -19.4% |
| Q1 2022 | $3,861,000 | +0.2% | 38,097 | +6.6% | 1.20% | +2.6% |
| Q4 2021 | $3,855,000 | +19.0% | 35,727 | +8.6% | 1.18% | +7.2% |
| Q3 2021 | $3,239,000 | +25.9% | 32,893 | +25.9% | 1.10% | +21.5% |
| Q2 2021 | $2,572,000 | +61.0% | 26,117 | +48.6% | 0.90% | +41.4% |
| Q1 2021 | $1,598,000 | +687.2% | 17,581 | +645.0% | 0.64% | +608.9% |
| Q4 2020 | $203,000 | – | 2,360 | – | 0.09% | – |
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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% |