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 | $12,368,980 | -14.5% | 131,711 | -11.2% | 8.42% | -14.3% |
| Q2 2023 | $14,463,649 | +93.4% | 148,406 | +79.5% | 9.82% | +87.6% |
| Q1 2023 | $7,478,496 | +6.7% | 82,681 | 0.0% | 5.24% | +12.1% |
| Q4 2022 | $7,007,215 | +6.7% | 82,681 | 0.0% | 4.67% | +54.8% |
| Q3 2022 | $6,566,000 | – | 82,681 | – | 3.02% | – |
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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% |