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 | $1,224,630 | -17.9% | 13,040 | -14.8% | 0.62% | -16.1% |
| Q2 2023 | $1,491,688 | -0.8% | 15,305 | -8.0% | 0.74% | 0.0% |
| Q1 2023 | $1,504,047 | -54.5% | 16,628 | -57.4% | 0.74% | -56.7% |
| Q4 2022 | $3,304,370 | -8.0% | 38,990 | -13.8% | 1.72% | -18.2% |
| Q3 2022 | $3,592,000 | -5.5% | 45,224 | +0.2% | 2.10% | -2.9% |
| Q2 2022 | $3,801,000 | -26.4% | 45,124 | -11.4% | 2.16% | -22.8% |
| Q1 2022 | $5,164,000 | -3.6% | 50,952 | +2.6% | 2.80% | -49.0% |
| Q4 2021 | $5,356,000 | – | 49,638 | – | 5.49% | – |
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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% |