ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,229 | -25.4% | 8,180 | -22.5% | 0.58% | -25.0% |
| Q2 2023 | $1,029,322 | +10.5% | 10,561 | +2.5% | 0.78% | +3.0% |
| Q1 2023 | $931,509 | -62.7% | 10,299 | -65.1% | 0.76% | -65.3% |
| Q4 2022 | $2,498,907 | +0.9% | 29,486 | -5.5% | 2.18% | -6.8% |
| Q3 2022 | $2,477,000 | -17.3% | 31,194 | -12.6% | 2.34% | -15.4% |
| Q2 2022 | $2,994,000 | -6.2% | 35,687 | +13.3% | 2.76% | +9.3% |
| Q1 2022 | $3,191,000 | +7.2% | 31,484 | +14.1% | 2.52% | +4.6% |
| Q4 2021 | $2,978,000 | – | 27,596 | – | 2.41% | – |
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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% |