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 | $1,033,808 | -7.3% | 11,009 | -3.8% | 0.78% | -11.7% |
| Q2 2023 | $1,115,284 | -81.6% | 11,444 | -82.9% | 0.88% | -82.7% |
| Q1 2023 | $6,066,934 | -5.1% | 67,075 | -11.1% | 5.08% | -15.4% |
| Q4 2022 | $6,393,879 | -42.9% | 75,444 | -46.5% | 6.01% | -47.7% |
| Q3 2022 | $11,194,000 | -18.2% | 140,966 | -13.6% | 11.48% | -7.6% |
| Q2 2022 | $13,691,000 | -6.1% | 163,183 | +13.4% | 12.42% | +22.2% |
| Q1 2022 | $14,588,000 | +4.9% | 143,938 | +11.7% | 10.16% | -21.3% |
| Q4 2021 | $13,906,000 | – | 128,876 | – | 12.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |