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 | $4,446,653 | -26.0% | 47,350 | -23.2% | 1.69% | -24.8% |
| Q2 2023 | $6,007,757 | -38.8% | 61,643 | -43.2% | 2.24% | -44.1% |
| Q1 2023 | $9,819,445 | -3.0% | 108,562 | -9.1% | 4.02% | -9.0% |
| Q4 2022 | $10,121,347 | -2.6% | 119,426 | -8.7% | 4.42% | -10.0% |
| Q3 2022 | $10,392,000 | -4.0% | 130,870 | +1.4% | 4.91% | +1.3% |
| Q2 2022 | $10,825,000 | -12.9% | 129,023 | +5.2% | 4.84% | -1.8% |
| Q1 2022 | $12,433,000 | -13.4% | 122,674 | -7.8% | 4.93% | -15.4% |
| Q4 2021 | $14,354,000 | – | 133,027 | – | 5.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |