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 | $678,055 | -3.6% | 7,220 | 0.0% | 0.08% | -8.7% |
| Q2 2023 | $703,687 | +7.7% | 7,220 | -0.1% | 0.09% | +2.2% |
| Q1 2023 | $653,435 | +28.1% | 7,224 | +20.0% | 0.09% | -16.7% |
| Q4 2022 | $510,195 | -12.9% | 6,020 | -18.5% | 0.11% | -17.6% |
| Q3 2022 | $586,000 | -5.3% | 7,382 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $619,000 | -17.2% | 7,382 | 0.0% | 0.13% | -8.5% |
| Q1 2022 | $748,000 | +23.2% | 7,382 | +31.3% | 0.14% | +23.5% |
| Q4 2021 | $607,000 | +43.8% | 5,623 | +31.3% | 0.12% | +30.7% |
| Q3 2021 | $422,000 | +19.9% | 4,281 | +19.7% | 0.09% | +18.9% |
| Q2 2021 | $352,000 | – | 3,575 | – | 0.07% | – |
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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% |