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 | $12,129,322 | -2.5% | 129,159 | +1.2% | 11.35% | +0.5% |
| Q2 2023 | $12,436,676 | +8.9% | 127,608 | +1.1% | 11.28% | -0.4% |
| Q1 2023 | $11,420,941 | +7.7% | 126,268 | +0.9% | 11.33% | -1.3% |
| Q4 2022 | $10,608,497 | -17.6% | 125,174 | -22.8% | 11.48% | -19.9% |
| Q3 2022 | $12,882,000 | -8.6% | 162,219 | -3.5% | 14.32% | -5.2% |
| Q2 2022 | $14,100,000 | -15.4% | 168,059 | +2.2% | 15.11% | +0.7% |
| Q1 2022 | $16,669,000 | +2.3% | 164,467 | +8.9% | 15.00% | +6.8% |
| Q4 2021 | $16,296,000 | – | 151,030 | – | 14.04% | – |
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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% |