ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 694 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,938,493 | +7.8% | 50,672 | 0.0% | 1.31% | +7.9% |
| Q1 2023 | $4,583,282 | -53.3% | 50,672 | -56.2% | 1.22% | -53.8% |
| Q4 2022 | $9,808,880 | +6.7% | 115,739 | 0.0% | 2.63% | +3.7% |
| Q3 2022 | $9,191,000 | +170.6% | 115,739 | +185.9% | 2.54% | +203.8% |
| Q2 2022 | $3,396,000 | -33.5% | 40,481 | -19.6% | 0.84% | -21.3% |
| Q1 2022 | $5,106,000 | – | 50,377 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |