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 | $1,103,626 | -3.3% | 11,752 | +0.4% | 0.17% | +1.8% |
| Q2 2023 | $1,141,155 | -18.6% | 11,709 | -24.5% | 0.17% | -23.5% |
| Q1 2023 | $1,402,569 | +12.6% | 15,507 | +5.5% | 0.22% | +6.9% |
| Q4 2022 | $1,245,563 | +15.8% | 14,697 | +8.5% | 0.20% | +2.5% |
| Q3 2022 | $1,076,000 | -8.3% | 13,548 | -3.2% | 0.20% | +10.0% |
| Q2 2022 | $1,174,000 | +5.2% | 13,997 | +27.1% | 0.18% | +19.2% |
| Q1 2022 | $1,116,000 | -6.2% | 11,016 | -0.1% | 0.15% | -3.2% |
| Q4 2021 | $1,190,000 | – | 11,024 | – | 0.16% | – |
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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% |