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 | $1,844,202 | +3.2% | 19,638 | +7.1% | 0.07% | +6.1% |
| Q2 2023 | $1,787,529 | -12.0% | 18,341 | -18.3% | 0.07% | -16.5% |
| Q1 2023 | $2,030,842 | +83199.5% | 22,453 | -22.0% | 0.08% | -42.3% |
| Q4 2022 | $2,438 | -99.8% | 28,773 | +58.7% | 0.14% | +57.5% |
| Q3 2022 | $1,440,000 | -55.0% | 18,129 | -52.5% | 0.09% | -34.1% |
| Q2 2022 | $3,203,000 | -22.1% | 38,174 | -5.9% | 0.13% | +20.0% |
| Q1 2022 | $4,110,000 | +61.6% | 40,554 | +72.1% | 0.11% | +96.4% |
| Q4 2021 | $2,543,000 | -8.2% | 23,565 | -16.2% | 0.06% | -23.3% |
| Q3 2021 | $2,769,000 | +18.2% | 28,121 | +18.3% | 0.07% | +15.9% |
| Q2 2021 | $2,343,000 | +18.2% | 23,771 | +9.0% | 0.06% | +18.9% |
| Q1 2021 | $1,982,000 | – | 21,812 | – | 0.05% | – |
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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% |