ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026,812 | -0.2% | 10,934 | +3.5% | 1.02% | +2.9% |
| Q2 2023 | $1,029,178 | +18.2% | 10,560 | +9.7% | 0.99% | +5.3% |
| Q1 2023 | $870,853 | +8.2% | 9,628 | +1.4% | 0.94% | -8.5% |
| Q4 2022 | $804,701 | -4.0% | 9,495 | -10.0% | 1.03% | -10.1% |
| Q3 2022 | $838,000 | -3.1% | 10,555 | +2.3% | 1.14% | +1.1% |
| Q2 2022 | $865,000 | +21.7% | 10,314 | +47.0% | 1.13% | +25.6% |
| Q1 2022 | $711,000 | -0.3% | 7,016 | +6.1% | 0.90% | +31.8% |
| Q4 2021 | $713,000 | – | 6,610 | – | 0.68% | – |
Download | ||||||
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% |