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 | $8,501,219 | +945.4% | 90,525 | +984.9% | 2.33% | +960.9% |
| Q2 2023 | $813,223 | +10.1% | 8,344 | +2.2% | 0.22% | -4.3% |
| Q1 2023 | $738,540 | +6.7% | 8,165 | 0.0% | 0.23% | -3.0% |
| Q4 2022 | $691,999 | +6.8% | 8,165 | 0.0% | 0.24% | +4.4% |
| Q3 2022 | $648,000 | -9.7% | 8,165 | -4.6% | 0.23% | -7.0% |
| Q2 2022 | $718,000 | -20.7% | 8,557 | -4.2% | 0.24% | -13.8% |
| Q1 2022 | $905,000 | -6.5% | 8,933 | -0.4% | 0.28% | -3.1% |
| Q4 2021 | $968,000 | +7.7% | 8,972 | -1.8% | 0.29% | -3.0% |
| Q3 2021 | $899,000 | -13.1% | 9,136 | -13.1% | 0.30% | -14.2% |
| Q2 2021 | $1,035,000 | +8.7% | 10,511 | +0.3% | 0.35% | +0.6% |
| Q1 2021 | $952,000 | -4.9% | 10,479 | -9.9% | 0.35% | -14.3% |
| Q4 2020 | $1,001,000 | +13.2% | 11,634 | +0.3% | 0.41% | -18.6% |
| Q3 2020 | $884,000 | +43.3% | 11,594 | +31.5% | 0.50% | +24.1% |
| Q2 2020 | $617,000 | +0.8% | 8,819 | -7.6% | 0.40% | -9.8% |
| Q1 2020 | $612,000 | – | 9,543 | – | 0.45% | – |
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% |