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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,109,676 | +4.2% | 9,300 | +0.4% | 0.01% | 0.0% |
| Q1 2024 | $1,065,104 | +14.8% | 9,265 | +4.7% | 0.01% | +11.1% |
| Q4 2023 | $928,017 | +12.3% | 8,845 | +0.5% | 0.01% | 0.0% |
| Q3 2023 | $826,126 | -2.8% | 8,797 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $849,851 | +2.6% | 8,720 | -4.8% | 0.01% | 0.0% |
| Q1 2023 | $828,341 | +128.2% | 9,158 | +111.9% | 0.01% | +80.0% |
| Q2 2022 | $363,000 | -54.0% | 4,322 | -44.5% | 0.01% | -44.4% |
| Q1 2022 | $789,000 | -15.4% | 7,783 | -10.0% | 0.01% | -10.0% |
| Q4 2021 | $933,000 | -7.8% | 8,650 | -15.8% | 0.01% | -16.7% |
| Q3 2021 | $1,012,000 | +2.8% | 10,277 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $984,000 | +34.4% | 9,997 | +24.0% | 0.01% | +33.3% |
| Q1 2021 | $732,000 | +33.6% | 8,060 | +26.5% | 0.01% | +12.5% |
| Q4 2020 | $548,000 | – | 6,371 | – | 0.01% | – |
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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% |