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 | $2,748,612 | -57.0% | 50,506 | -41.8% | 0.41% | -50.3% |
| Q2 2023 | $6,385,019 | -5.1% | 86,760 | -9.3% | 0.83% | -6.4% |
| Q1 2023 | $6,728,636 | -41.8% | 95,619 | -39.3% | 0.88% | -44.9% |
| Q4 2022 | $11,563,695 | +34.6% | 157,657 | +21.9% | 1.60% | +16.0% |
| Q3 2022 | $8,589,000 | +46.0% | 129,356 | +41.7% | 1.38% | +53.6% |
| Q2 2022 | $5,882,000 | +73.0% | 91,318 | +66.6% | 0.90% | +96.7% |
| Q1 2022 | $3,400,000 | +178.0% | 54,806 | +68.1% | 0.46% | +182.7% |
| Q4 2021 | $1,223,000 | +80.6% | 32,605 | +398.5% | 0.16% | +78.0% |
| Q3 2021 | $677,000 | – | 6,540 | – | 0.09% | – |
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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% |