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 | $5,324,791 | -9.4% | 56,701 | -6.0% | 1.73% | -8.0% |
| Q2 2023 | $5,880,152 | +4.6% | 60,334 | -2.9% | 1.88% | -1.9% |
| Q1 2023 | $5,622,824 | +5.5% | 62,165 | -1.1% | 1.91% | -0.2% |
| Q4 2022 | $5,329,250 | +21.7% | 62,882 | +14.0% | 1.92% | +10.5% |
| Q3 2022 | $4,379,000 | -3.4% | 55,149 | +2.1% | 1.74% | -1.1% |
| Q2 2022 | $4,532,000 | -11.9% | 54,014 | +6.5% | 1.76% | -2.3% |
| Q1 2022 | $5,143,000 | -2.5% | 50,711 | +3.7% | 1.80% | -2.0% |
| Q4 2021 | $5,277,000 | – | 48,902 | – | 1.83% | – |
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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% |