ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,863,998 | +13.8% | 24,913 | +3.9% | 0.11% | +2.9% |
| Q4 2023 | $2,516,926 | +11.5% | 23,989 | -0.2% | 0.10% | +1.0% |
| Q3 2023 | $2,257,784 | +12.5% | 24,042 | +16.8% | 0.10% | +14.3% |
| Q2 2023 | $2,006,117 | +43.3% | 20,584 | +33.0% | 0.09% | +35.8% |
| Q1 2023 | $1,400,347 | +109046.3% | 15,482 | +2.3% | 0.07% | +17.5% |
| Q4 2022 | $1,283 | -99.9% | 15,134 | +38.8% | 0.06% | +39.0% |
| Q3 2022 | $866,000 | +23.5% | 10,903 | +30.5% | 0.04% | +32.3% |
| Q2 2022 | $701,000 | -69.9% | 8,352 | -63.7% | 0.03% | -62.2% |
| Q1 2022 | $2,329,000 | -6.3% | 22,980 | -0.2% | 0.08% | +2.5% |
| Q4 2021 | $2,485,000 | +22.3% | 23,034 | +11.6% | 0.08% | +95.1% |
| Q3 2021 | $2,032,000 | +22.0% | 20,637 | +22.0% | 0.04% | -34.9% |
| Q2 2021 | $1,665,000 | -36.7% | 16,910 | -41.6% | 0.06% | -41.1% |
| Q1 2021 | $2,632,000 | – | 28,965 | – | 0.11% | – |
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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% |