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 | $746,982 | -13.1% | 7,954 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $859,620 | +8.8% | 8,820 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $790,149 | +6.7% | 8,736 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $740,255 | +13.5% | 8,735 | +6.3% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | -7.6% | 8,218 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $706,000 | -32.6% | 8,418 | -18.5% | 0.00% | 0.0% |
| Q1 2022 | $1,047,000 | -48.1% | 10,332 | -44.7% | 0.00% | -50.0% |
| Q4 2021 | $2,016,000 | +313.1% | 18,681 | +277.1% | 0.00% | – |
| Q3 2021 | $488,000 | +542.1% | 4,954 | +539.2% | 0.00% | – |
| Q2 2021 | $76,000 | +31.0% | 775 | +20.9% | 0.00% | – |
| Q1 2021 | $58,000 | -14.7% | 641 | -19.2% | 0.00% | – |
| Q4 2020 | $68,000 | +750.0% | 793 | +669.9% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 103 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +250.0% | 103 | +202.9% | 0.00% | – |
| Q1 2020 | $2,000 | – | 34 | – | 0.00% | – |
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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% |