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 | $2,155,980 | -1.5% | 22,958 | +2.2% | 2.63% | +5.1% |
| Q2 2023 | $2,189,749 | +12.9% | 22,468 | +4.8% | 2.51% | +3.7% |
| Q1 2023 | $1,939,005 | +14.9% | 21,437 | +7.7% | 2.42% | +4.1% |
| Q4 2022 | $1,687,348 | +8.6% | 19,910 | +1.7% | 2.32% | +2.3% |
| Q3 2022 | $1,554,000 | +6.4% | 19,574 | +12.4% | 2.27% | +13.4% |
| Q2 2022 | $1,461,000 | +5.0% | 17,419 | +26.9% | 2.00% | +22.9% |
| Q1 2022 | $1,391,000 | +15.7% | 13,726 | +23.5% | 1.63% | +20.2% |
| Q4 2021 | $1,202,000 | – | 11,118 | – | 1.35% | – |
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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% |