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 | $1,065,760 | -77.2% | 11,349 | -76.4% | 0.81% | -18.8% |
| Q2 2023 | $4,683,025 | -0.9% | 48,051 | -8.0% | 1.00% | +11.6% |
| Q1 2023 | $4,724,348 | -54.9% | 52,232 | -57.7% | 0.90% | -57.9% |
| Q4 2022 | $10,474,413 | -15.6% | 123,580 | -20.9% | 2.13% | -19.2% |
| Q3 2022 | $12,407,000 | -57.0% | 156,242 | -54.6% | 2.63% | -57.2% |
| Q2 2022 | $28,850,000 | -15.3% | 343,865 | +2.3% | 6.14% | -0.9% |
| Q1 2022 | $34,077,000 | +30.8% | 336,237 | +39.3% | 6.20% | +19.9% |
| Q4 2021 | $26,052,000 | – | 241,447 | – | 5.17% | – |
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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% |