ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,183 | -37.4% | 278,100 | -39.7% | 0.41% | -40.7% |
| Q1 2024 | $52,998 | -65.5% | 461,008 | -68.5% | 0.68% | -67.7% |
| Q4 2023 | $153,516 | +14.6% | 1,463,170 | +2.5% | 2.12% | +2.1% |
| Q3 2023 | $134,012 | -32.2% | 1,427,041 | -29.6% | 2.08% | -33.6% |
| Q2 2023 | $197,593 | -1.9% | 2,027,424 | -8.9% | 3.13% | -9.6% |
| Q1 2023 | $201,358 | -100.0% | 2,226,179 | -56.8% | 3.46% | -55.4% |
| Q4 2022 | $437,183,000 | -99.9% | 5,158,498 | -11.9% | 7.76% | -16.3% |
| Q3 2022 | $465,216,000,000 | +95213.2% | 5,858,404 | +0.7% | 9.27% | -1.9% |
| Q2 2022 | $488,092,000 | -19.8% | 5,817,540 | -3.1% | 9.46% | -11.4% |
| Q1 2022 | $608,301,000 | -99.9% | 6,001,981 | +7.6% | 10.67% | +0.4% |
| Q4 2021 | $601,960,000,000 | +115086.3% | 5,578,871 | +5.1% | 10.64% | +1.4% |
| Q3 2021 | $522,597,000 | +22.3% | 5,307,706 | +22.3% | 10.49% | +15.7% |
| Q2 2021 | $427,373,000 | +14.5% | 4,340,132 | +5.6% | 9.07% | +0.1% |
| Q1 2021 | $373,347,000 | +2.3% | 4,108,583 | -3.2% | 9.06% | -10.6% |
| Q4 2020 | $365,072,000 | +65.3% | 4,243,548 | +46.5% | 10.14% | +37.1% |
| Q3 2020 | $220,798,000 | +14.6% | 2,897,236 | +5.3% | 7.39% | +1.3% |
| Q2 2020 | $192,637,000 | +125.2% | 2,752,344 | +85.0% | 7.30% | +0.4% |
| Q1 2020 | $85,541,000 | – | 1,487,924 | – | 7.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |