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 | $313,241 | -23.0% | 3,336 | -20.1% | 0.08% | -22.3% |
| Q2 2023 | $407,046 | -30.1% | 4,177 | -35.1% | 0.10% | -32.7% |
| Q1 2023 | $582,535 | -39.2% | 6,440 | -43.1% | 0.15% | -45.0% |
| Q4 2022 | $958,761 | -95.5% | 11,313 | -95.8% | 0.28% | -95.9% |
| Q3 2022 | $21,245,000 | -5.0% | 267,529 | +0.4% | 6.74% | -2.6% |
| Q2 2022 | $22,367,000 | -32.2% | 266,586 | -18.1% | 6.91% | -40.8% |
| Q1 2022 | $32,979,000 | -1.7% | 325,394 | +4.7% | 11.69% | +6.9% |
| Q4 2021 | $33,541,000 | +39.5% | 310,850 | +27.3% | 10.93% | +14.7% |
| Q3 2021 | $24,050,000 | +20.8% | 244,262 | +20.9% | 9.53% | +9.0% |
| Q2 2021 | $19,901,000 | +134.1% | 202,101 | +116.0% | 8.75% | +73.8% |
| Q1 2021 | $8,501,000 | – | 93,553 | – | 5.03% | – |
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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% |