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 | $1,651,502 | -6.8% | 17,586 | -3.3% | 0.78% | -7.7% |
| Q2 2023 | $1,771,823 | +8.4% | 18,180 | +0.6% | 0.84% | -0.6% |
| Q1 2023 | $1,634,432 | +12.1% | 18,070 | +5.1% | 0.84% | +6.7% |
| Q4 2022 | $1,457,446 | -3.5% | 17,197 | -9.6% | 0.79% | -11.7% |
| Q3 2022 | $1,510,000 | -8.0% | 19,020 | -2.8% | 0.90% | -2.7% |
| Q2 2022 | $1,642,000 | +2.5% | 19,567 | +23.8% | 0.92% | +0.7% |
| Q1 2022 | $1,602,000 | +225.6% | 15,810 | +246.6% | 0.92% | +213.7% |
| Q4 2021 | $492,000 | – | 4,561 | – | 0.29% | – |
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% |