ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,341,582 | +2818.6% | 78,176 | +2928.9% | 0.01% | – |
| Q2 2023 | $251,544 | +14.8% | 2,581 | +6.5% | 0.00% | – |
| Q1 2023 | $219,160 | -41.6% | 2,423 | -45.2% | 0.00% | -100.0% |
| Q4 2022 | $375,019 | +33.9% | 4,425 | +25.5% | 0.00% | 0.0% |
| Q3 2022 | $280,000 | +27.3% | 3,527 | +34.7% | 0.00% | – |
| Q2 2022 | $220,000 | +31.0% | 2,619 | +58.6% | 0.00% | – |
| Q1 2022 | $168,000 | +23.5% | 1,651 | +31.0% | 0.00% | – |
| Q4 2021 | $136,000 | +14.3% | 1,260 | +4.1% | 0.00% | – |
| Q3 2021 | $119,000 | -73.2% | 1,210 | -73.2% | 0.00% | -100.0% |
| Q2 2021 | $444,000 | +2236.8% | 4,509 | +2037.0% | 0.00% | – |
| Q1 2021 | $19,000 | +280.0% | 211 | +205.8% | 0.00% | – |
| Q3 2020 | $5,000 | -61.5% | 69 | -70.0% | 0.00% | – |
| Q1 2020 | $13,000 | – | 230 | – | 0.00% | – |
Download | ||||||
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% |