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 | $1,033,855 | +54.6% | 11,009 | +60.5% | 0.29% | +50.5% |
| Q2 2023 | $668,576 | +14.7% | 6,860 | +6.4% | 0.19% | +1.1% |
| Q1 2023 | $582,950 | +31.5% | 6,445 | +23.2% | 0.19% | +16.8% |
| Q4 2022 | $443,243 | +6.8% | 5,230 | 0.0% | 0.16% | -3.0% |
| Q3 2022 | $415,000 | +24.6% | 5,230 | +31.9% | 0.17% | +24.8% |
| Q2 2022 | $333,000 | +4.7% | 3,965 | +26.5% | 0.13% | +27.9% |
| Q1 2022 | $318,000 | +1.3% | 3,135 | +7.7% | 0.10% | +6.1% |
| Q4 2021 | $314,000 | +45.4% | 2,910 | +32.9% | 0.10% | +28.9% |
| Q3 2021 | $216,000 | – | 2,190 | – | 0.08% | – |
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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% |