ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,332,376 | -50.8% | 13,671 | -54.3% | 0.87% | -53.6% |
| Q1 2023 | $2,707,169 | -81.3% | 29,930 | -77.7% | 1.87% | -80.5% |
| Q4 2022 | $14,484,388 | +85.8% | 134,239 | +36.8% | 9.60% | +75.8% |
| Q3 2022 | $7,794,000 | -47.2% | 98,146 | -28.2% | 5.46% | -43.4% |
| Q2 2022 | $14,749,000 | +7.9% | 136,693 | +1.3% | 9.65% | +11.0% |
| Q1 2022 | $13,672,000 | -7.5% | 134,903 | -1.5% | 8.69% | -7.5% |
| Q4 2021 | $14,776,000 | – | 136,938 | – | 9.40% | – |
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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% |