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% | – |
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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% |