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 | $1,783,931 | -4.7% | 18,997 | -1.1% | 0.25% | -6.0% |
| Q2 2023 | $1,872,639 | -0.1% | 19,215 | -7.3% | 0.26% | -9.6% |
| Q1 2023 | $1,874,696 | -27.0% | 20,726 | -31.6% | 0.29% | -39.1% |
| Q4 2022 | $2,569,463 | +0.6% | 30,319 | -5.8% | 0.48% | 0.0% |
| Q3 2022 | $2,555,000 | -2.6% | 32,177 | +2.9% | 0.48% | -6.4% |
| Q2 2022 | $2,624,000 | -12.4% | 31,267 | +5.4% | 0.51% | +10.3% |
| Q1 2022 | $2,997,000 | +8981.8% | 29,670 | +5123.6% | 0.47% | +4560.0% |
| Q1 2020 | $33,000 | -15.4% | 568 | +4.4% | 0.01% | -23.1% |
| Q4 2019 | $39,000 | – | 544 | – | 0.01% | – |
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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% |