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 | $3,701,525 | -5.5% | 39,416 | -1.9% | 2.16% | -1.9% |
| Q2 2023 | $3,916,885 | -26.5% | 40,190 | -31.8% | 2.20% | -29.7% |
| Q1 2023 | $5,326,841 | -44.3% | 58,893 | -47.8% | 3.13% | -48.6% |
| Q4 2022 | $9,560,958 | -1.9% | 112,814 | -8.1% | 6.09% | -9.4% |
| Q3 2022 | $9,750,000 | -52.1% | 122,775 | -49.4% | 6.72% | -50.2% |
| Q2 2022 | $20,368,000 | -32.4% | 242,768 | -18.3% | 13.49% | -23.1% |
| Q1 2022 | $30,118,000 | -2.5% | 297,170 | +3.9% | 17.54% | -0.3% |
| Q4 2021 | $30,875,000 | +11.3% | 286,148 | +1.5% | 17.58% | +2.1% |
| Q3 2021 | $27,752,000 | +12.5% | 281,862 | +12.5% | 17.22% | +13.6% |
| Q2 2021 | $24,676,000 | +8.4% | 250,596 | +0.0% | 15.16% | +1.4% |
| Q1 2021 | $22,765,000 | -3.5% | 250,526 | -8.6% | 14.95% | -7.4% |
| Q4 2020 | $23,579,000 | +46.7% | 274,081 | +29.9% | 16.15% | +32.3% |
| Q3 2020 | $16,074,000 | +7.3% | 210,915 | -1.5% | 12.20% | +0.9% |
| Q2 2020 | $14,986,000 | – | 214,115 | – | 12.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |