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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,241,826 | -13.9% | 64,045 | -20.1% | 3.26% | -19.3% |
| Q1 2023 | $7,252,437 | -47.7% | 80,182 | -51.0% | 4.04% | -51.8% |
| Q4 2022 | $13,877,366 | -1.9% | 163,745 | -8.1% | 8.39% | -9.1% |
| Q3 2022 | $14,152,000 | -40.3% | 178,215 | -23.8% | 9.23% | -28.8% |
| Q1 2022 | $23,712,000 | -1.2% | 233,966 | +5.2% | 12.96% | +1.6% |
| Q4 2021 | $23,995,000 | +14.9% | 222,382 | +4.9% | 12.75% | +5.2% |
| Q3 2021 | $20,881,000 | +15.3% | 212,075 | +15.3% | 12.12% | +13.7% |
| Q2 2021 | $18,110,000 | +17.9% | 183,910 | +8.8% | 10.66% | +1.5% |
| Q1 2021 | $15,364,000 | +9.9% | 169,072 | +5.2% | 10.51% | +2.8% |
| Q4 2020 | $13,974,000 | – | 160,734 | – | 10.22% | – |
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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% |