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 | $487,638 | -11.6% | 5,193 | -8.2% | 0.02% | -15.4% |
Q2 2023 | $551,391 | +16.0% | 5,658 | +7.6% | 0.03% | +18.2% |
Q1 2023 | $475,405 | -11.0% | 5,256 | -16.6% | 0.02% | -12.0% |
Q4 2022 | $534,349 | -1.4% | 6,305 | -7.7% | 0.02% | -7.4% |
Q3 2022 | $542,000 | +45.3% | 6,828 | +53.8% | 0.03% | +68.8% |
Q2 2022 | $373,000 | +68.0% | 4,440 | +103.1% | 0.02% | +100.0% |
Q1 2022 | $222,000 | – | 2,186 | – | 0.01% | – |
Download |
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% |