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 | $243,851 | -10.7% | 2,597 | -7.3% | 0.12% | -7.5% |
| Q2 2023 | $272,951 | +7.9% | 2,801 | +0.1% | 0.13% | -0.7% |
| Q1 2023 | $253,048 | +6.9% | 2,798 | +0.2% | 0.13% | -2.2% |
| Q4 2022 | $236,670 | +7.1% | 2,793 | +0.3% | 0.14% | +5.4% |
| Q3 2022 | $221,000 | -5.6% | 2,784 | 0.0% | 0.13% | -10.3% |
| Q2 2022 | $234,000 | -19.0% | 2,784 | -2.4% | 0.14% | +2.1% |
| Q1 2022 | $289,000 | -5.2% | 2,851 | +0.9% | 0.14% | -1.4% |
| Q4 2021 | $305,000 | +20.1% | 2,825 | +9.3% | 0.14% | -9.4% |
| Q3 2021 | $254,000 | +1236.8% | 2,584 | +1267.2% | 0.16% | +1225.0% |
| Q2 2021 | $19,000 | +11.8% | 189 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $17,000 | – | 189 | – | 0.01% | – |
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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% |