ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,716,647 | +1.7% | 18,279 | +3.8% | 1.09% | -1.5% |
| Q2 2023 | $1,688,035 | +17.7% | 17,610 | +11.1% | 1.11% | +22.5% |
| Q1 2023 | $1,433,609 | +11.1% | 15,850 | +4.1% | 0.90% | +1.5% |
| Q4 2022 | $1,290,587 | +3.7% | 15,228 | -2.8% | 0.89% | -4.6% |
| Q3 2022 | $1,244,000 | -5.4% | 15,670 | 0.0% | 0.93% | -1.9% |
| Q2 2022 | $1,315,000 | -20.7% | 15,670 | -4.3% | 0.95% | -15.2% |
| Q1 2022 | $1,659,000 | -12.9% | 16,371 | -7.3% | 1.12% | -8.6% |
| Q4 2021 | $1,905,000 | – | 17,657 | – | 1.23% | – |
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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% |