ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 647 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $479,189 | +3.8% | 4,016 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $461,679 | -18.4% | 4,016 | -25.5% | 0.00% | -25.0% |
| Q4 2023 | $565,938 | +11.7% | 5,394 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $506,550 | -8.5% | 5,394 | -5.0% | 0.00% | 0.0% |
| Q2 2023 | $553,475 | +2.7% | 5,679 | -4.7% | 0.00% | 0.0% |
| Q1 2023 | $538,991 | +11.1% | 5,959 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $485,109 | +28.7% | 5,724 | +20.5% | 0.00% | +33.3% |
| Q3 2022 | $377,000 | -38.0% | 4,749 | -34.4% | 0.00% | -40.0% |
| Q2 2022 | $608,000 | +74.7% | 7,243 | +111.2% | 0.01% | +150.0% |
| Q1 2022 | $348,000 | -5.9% | 3,429 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $370,000 | +9.5% | 3,429 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $338,000 | – | 3,429 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 436,105 | $34,631,000 | 26.21% |
| Buttonwood Financial Group, LLC | 257,967 | $20,483,000 | 21.29% |
| West Wealth Group, LLC | 482,120 | $38,285,000 | 19.41% |
| Erickson Financial Group, LLC | 162,219 | $12,882,000 | 14.32% |
| Sharkey, Howes & Javer | 814,443 | $64,675,000 | 14.10% |
| CLIENT 1ST ADVISORY GROUP, LLC | 270,967 | $21,517,000 | 13.38% |
| IMPACTfolio, LLC | 168,252 | $13,361,000 | 13.04% |
| Keystone Financial Services | 265,061 | $22,379,000 | 13.00% |
| Pettinga Financial Advisors LLC | 470,907 | $37,395,000 | 12.85% |
| Tri-Star Advisors Inc. | 308,377 | $24,868,000 | 12.65% |