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 | $589,097 | -5.8% | 6,273 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $625,669 | +0.5% | 6,273 | -8.9% | 0.12% | -7.0% |
| Q1 2023 | $622,658 | +9.9% | 6,884 | +3.0% | 0.13% | +4.9% |
| Q4 2022 | $566,554 | -11.3% | 6,685 | -17.0% | 0.12% | -14.6% |
| Q3 2022 | $639,000 | -9.1% | 8,053 | -3.9% | 0.14% | -7.1% |
| Q2 2022 | $703,000 | -17.3% | 8,382 | 0.0% | 0.16% | -6.1% |
| Q1 2022 | $850,000 | -8.0% | 8,382 | -2.1% | 0.16% | -7.3% |
| Q4 2021 | $924,000 | +9.6% | 8,563 | 0.0% | 0.18% | +5.3% |
| Q3 2021 | $843,000 | -2.3% | 8,563 | -2.2% | 0.17% | +2.4% |
| Q2 2021 | $863,000 | +7.5% | 8,760 | -0.9% | 0.16% | -1.8% |
| Q1 2021 | $803,000 | +4.4% | 8,841 | -1.1% | 0.17% | +5.0% |
| Q4 2020 | $769,000 | – | 8,943 | – | 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% |