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 | $809,316 | -6.0% | 8,618 | -2.4% | 0.41% | -10.0% |
Q2 2023 | $860,669 | +6.9% | 8,831 | -0.8% | 0.46% | -4.2% |
Q1 2023 | $805,186 | +96.8% | 8,902 | +84.4% | 0.48% | +72.0% |
Q4 2022 | $409,173 | -28.8% | 4,828 | -33.3% | 0.28% | -39.1% |
Q3 2022 | $575,000 | -5.1% | 7,236 | +0.1% | 0.46% | -2.3% |
Q2 2022 | $606,000 | -15.8% | 7,228 | +1.7% | 0.47% | -13.8% |
Q1 2022 | $720,000 | -6.1% | 7,105 | 0.0% | 0.54% | -7.5% |
Q4 2021 | $767,000 | – | 7,105 | – | 0.59% | – |
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% |