ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,215,715 | -2.3% | 23,594 | +1.4% | 0.04% | 0.0% |
| Q2 2023 | $2,267,604 | +11.6% | 23,267 | +3.6% | 0.04% | +2.9% |
| Q1 2023 | $2,031,164 | -34.4% | 22,456 | -38.6% | 0.04% | -37.5% |
| Q4 2022 | $3,097,501 | -1.1% | 36,549 | -7.3% | 0.06% | -16.4% |
| Q3 2022 | $3,131,000 | -8.0% | 39,427 | -2.8% | 0.07% | -4.3% |
| Q2 2022 | $3,405,000 | -12.2% | 40,582 | +6.0% | 0.07% | -2.8% |
| Q1 2022 | $3,879,000 | -3.6% | 38,277 | +2.6% | 0.07% | -11.1% |
| Q4 2021 | $4,024,000 | – | 37,298 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 282,832 | $27,830,000 | 30.28% |
| Sharkey, Howes & Javer | 622,681 | $61,315,000 | 16.27% |
| ONE Advisory Partners, LLC | 250,596 | $24,676,000 | 15.16% |
| CLIENT 1ST ADVISORY GROUP, LLC | 254,379 | $25,049,000 | 12.99% |
| Pettinga Financial Advisors LLC | 432,163 | $42,555,000 | 11.40% |
| High Falls Advisors, Inc | 414,653 | $40,831,000 | 10.98% |
| VIVID FINANCIAL MANAGEMENT, INC. | 270,930 | $26,678,000 | 10.96% |
| HawsGoodwin Investment Management LLC | 354,461 | $34,904,000 | 10.75% |
| SWMG, LLC | 183,910 | $18,110,000 | 10.66% |
| Spectrum Planning & Advisory Services Inc. | 109,830 | $10,815,000 | 10.40% |