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 | $270,259 | +3.8% | 2,265 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $260,384 | +24.1% | 2,265 | +13.2% | 0.00% | +33.3% |
| Q4 2023 | $209,840 | -30.3% | 2,000 | -37.6% | 0.00% | -40.0% |
| Q3 2023 | $300,855 | -3.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $312,261 | +7.8% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $289,801 | +6.7% | 3,204 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $271,539 | +19.6% | 3,204 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $227,000 | -5.4% | 2,864 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -37.0% | 2,864 | -23.9% | 0.01% | -16.7% |
| Q1 2022 | $381,000 | +24.9% | 3,764 | +33.0% | 0.01% | +20.0% |
| Q4 2021 | $305,000 | +19.1% | 2,830 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | 0.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $256,000 | +8.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +6.3% | 2,600 | +1.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +18.7% | 2,575 | +5.1% | 0.01% | +25.0% |
| Q3 2020 | $187,000 | +9.4% | 2,450 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $171,000 | +21.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -1.4% | 2,450 | +22.5% | 0.01% | +25.0% |
| Q4 2019 | $143,000 | +45.9% | 2,000 | +33.3% | 0.00% | +33.3% |
| Q3 2019 | $98,000 | +1.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $97,000 | +4.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $93,000 | +13.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $82,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
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% |