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 | $1,355 | -7.7% | 14,373 | -4.6% | 0.19% | -1.6% |
| Q2 2023 | $1,468 | -10.4% | 15,067 | -16.9% | 0.19% | -15.2% |
| Q1 2023 | $1,639 | -99.9% | 18,132 | -38.1% | 0.22% | -41.0% |
| Q4 2021 | $3,160,000 | +21.9% | 29,286 | +11.3% | 0.38% | +1.3% |
| Q3 2021 | $2,592,000 | +4.3% | 26,324 | +4.3% | 0.37% | +1.1% |
| Q2 2021 | $2,486,000 | +42.5% | 25,244 | +31.5% | 0.37% | +17.9% |
| Q1 2021 | $1,745,000 | +21.2% | 19,204 | +14.7% | 0.31% | -1.3% |
| Q4 2020 | $1,440,000 | +78.9% | 16,739 | +58.6% | 0.32% | +22.4% |
| Q3 2020 | $805,000 | +24.2% | 10,557 | +14.0% | 0.26% | +5.3% |
| Q2 2020 | $648,000 | +52.1% | 9,260 | +25.0% | 0.25% | +8.8% |
| Q1 2020 | $426,000 | – | 7,406 | – | 0.23% | – |
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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% |