ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,060 | -3.5% | 6,624 | +0.1% | 0.14% | 0.0% |
| Q2 2023 | $644,893 | +7.0% | 6,617 | -0.7% | 0.14% | +1.5% |
| Q1 2023 | $602,668 | +6.8% | 6,663 | +0.0% | 0.13% | +3.1% |
| Q4 2022 | $564,520 | +17.4% | 6,661 | +9.9% | 0.13% | +4.9% |
| Q3 2022 | $481,000 | -7.7% | 6,060 | -2.4% | 0.12% | -3.1% |
| Q2 2022 | $521,000 | -23.9% | 6,212 | -8.1% | 0.13% | -16.4% |
| Q1 2022 | $685,000 | +16.7% | 6,762 | +24.4% | 0.15% | +16.0% |
| Q4 2021 | $587,000 | +41.8% | 5,437 | +29.4% | 0.13% | +23.6% |
| Q3 2021 | $414,000 | +1.0% | 4,203 | +1.0% | 0.11% | -26.9% |
| Q2 2021 | $410,000 | +8.2% | 4,162 | -0.1% | 0.14% | -1.4% |
| Q1 2021 | $379,000 | +11.8% | 4,167 | +5.7% | 0.15% | +5.0% |
| Q4 2020 | $339,000 | +24.6% | 3,943 | +10.3% | 0.14% | +10.2% |
| Q3 2020 | $272,000 | +24.8% | 3,575 | +15.0% | 0.13% | +15.5% |
| Q2 2020 | $218,000 | +1.4% | 3,109 | -16.7% | 0.11% | -22.0% |
| Q1 2020 | $215,000 | – | 3,732 | – | 0.14% | – |
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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% |