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 | $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% | – |
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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% |