ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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 | 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% |