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 | $759,450 | -8.7% | 8,087 | -5.2% | 0.41% | -9.2% |
| Q2 2023 | $831,431 | +19.5% | 8,531 | +10.9% | 0.45% | +9.6% |
| Q1 2023 | $695,741 | +7.1% | 7,692 | +0.3% | 0.41% | -1.4% |
| Q4 2022 | $649,863 | +22.6% | 7,668 | +14.9% | 0.41% | +11.9% |
| Q3 2022 | $530,000 | -2.4% | 6,675 | +3.2% | 0.37% | -3.9% |
| Q2 2022 | $543,000 | -19.3% | 6,471 | -2.6% | 0.38% | -18.9% |
| Q1 2022 | $673,000 | +4.5% | 6,642 | +11.3% | 0.48% | +1.1% |
| Q4 2021 | $644,000 | – | 5,969 | – | 0.47% | – |
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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% |