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 | $3,105,595 | -28.5% | 33,233 | -24.2% | 1.26% | -26.0% |
| Q2 2023 | $4,341,277 | +12.7% | 43,838 | +2.7% | 1.71% | +3.3% |
| Q1 2023 | $3,850,590 | -44.8% | 42,680 | -43.9% | 1.65% | -44.5% |
| Q4 2022 | $6,971,344 | +42.3% | 76,123 | +23.3% | 2.97% | +20.3% |
| Q3 2022 | $4,898,000 | +78.3% | 61,727 | +92.5% | 2.47% | +80.0% |
| Q2 2022 | $2,747,000 | +121.9% | 32,067 | +162.5% | 1.37% | +138.8% |
| Q1 2022 | $1,238,000 | – | 12,214 | – | 0.58% | – |
Download | ||||||
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% |