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 | $1,202,647 | -91.7% | 12,806 | -91.4% | 0.56% | -91.3% |
| Q2 2023 | $14,447,702 | +1.0% | 148,242 | -6.3% | 6.47% | -5.3% |
| Q1 2023 | $14,303,130 | -31.3% | 158,133 | -35.6% | 6.84% | -32.7% |
| Q4 2022 | $20,808,668 | -1.3% | 245,530 | -7.5% | 10.15% | -19.6% |
| Q3 2022 | $21,080,000 | +2807.6% | 265,459 | +2971.0% | 12.63% | +2865.7% |
| Q2 2022 | $725,000 | – | 8,644 | – | 0.43% | – |
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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% |