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 | $1,423,960 | -20.4% | 15,163 | -17.4% | 1.13% | -17.1% |
| Q2 2023 | $1,789,467 | +31.7% | 18,361 | +22.2% | 1.37% | +85.3% |
| Q1 2023 | $1,358,556 | -42.2% | 15,020 | -45.8% | 0.74% | -69.2% |
| Q4 2022 | $2,349,613 | +12.8% | 27,724 | +5.7% | 2.40% | +4.9% |
| Q3 2022 | $2,083,000 | +37.2% | 26,241 | +44.9% | 2.28% | +33.9% |
| Q2 2022 | $1,518,000 | +391.3% | 18,104 | +492.8% | 1.71% | +438.5% |
| Q1 2022 | $309,000 | +9.6% | 3,054 | +16.8% | 0.32% | +12.0% |
| Q4 2021 | $282,000 | – | 2,614 | – | 0.28% | – |
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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% |