ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -1.4% | 2,954 | +2.5% | 0.02% | -4.0% |
| Q2 2023 | $281 | -74.8% | 2,881 | -76.6% | 0.02% | -71.9% |
| Q1 2023 | $1,113 | +128.5% | 12,307 | +114.4% | 0.09% | +93.5% |
| Q4 2022 | $487 | -100.0% | 5,741 | -90.2% | 0.05% | -89.8% |
| Q3 2022 | $4,628,000 | +31.1% | 58,286 | +38.5% | 0.45% | +29.6% |
| Q2 2022 | $3,530,000 | -39.4% | 42,071 | -26.8% | 0.35% | -24.2% |
| Q1 2022 | $5,823,000 | -13.2% | 57,457 | -7.6% | 0.46% | -9.6% |
| Q4 2021 | $6,712,000 | +9.5% | 62,209 | -0.1% | 0.51% | -1.2% |
| Q3 2021 | $6,132,000 | +1.6% | 62,284 | +1.6% | 0.51% | +1.2% |
| Q2 2021 | $6,036,000 | +10.1% | 61,293 | +1.6% | 0.51% | -6.1% |
| Q1 2021 | $5,482,000 | -2.1% | 60,325 | -7.3% | 0.54% | -8.3% |
| Q4 2020 | $5,601,000 | +42.6% | 65,104 | +26.3% | 0.59% | +8.5% |
| Q3 2020 | $3,928,000 | – | 51,536 | – | 0.54% | – |
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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% |