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 | $2,362,479 | -11.9% | 24,821 | -8.6% | 0.26% | -11.8% |
| Q2 2023 | $2,682,949 | -26.3% | 27,169 | -32.5% | 0.30% | -23.5% |
| Q1 2023 | $3,638,095 | -55.8% | 40,222 | -58.6% | 0.39% | -60.1% |
| Q4 2022 | $8,238,734 | +15.3% | 97,212 | +16.7% | 0.97% | +11.6% |
| Q3 2022 | $7,145,000 | +72.8% | 83,326 | +85.2% | 0.87% | +75.9% |
| Q2 2022 | $4,134,000 | -9.7% | 44,986 | -0.4% | 0.49% | -7.3% |
| Q1 2022 | $4,578,000 | +20.9% | 45,174 | +17.9% | 0.53% | +10.6% |
| Q4 2021 | $3,786,000 | – | 38,329 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 324,662 | $35,024,000 | 26.21% |
| Sharkey, Howes & Javer | 790,707 | $85,317,000 | 19.27% |
| ONE Advisory Partners, LLC | 286,148 | $30,875,000 | 17.58% |
| West Wealth Group, LLC | 418,309 | $45,135,000 | 16.98% |
| Keystone Financial Services | 301,094 | $32,488,000 | 16.67% |
| Erickson Financial Group, LLC | 151,030 | $16,296,000 | 14.04% |
| High Falls Advisors, Inc | 493,373 | $53,235,000 | 13.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 255,515 | $27,570,000 | 13.46% |
| Tri-Star Advisors Inc. | 295,929 | $31,463,000 | 13.19% |
| Crown Wealth Group, LLC | 128,876 | $13,906,000 | 12.91% |