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 | $381,638 | +4.1% | 3,198 | +0.3% | 0.01% | 0.0% |
| Q1 2024 | $366,534 | -4.2% | 3,188 | -12.6% | 0.01% | -12.5% |
| Q4 2023 | $382,775 | +17.0% | 3,648 | +5.1% | 0.02% | +14.3% |
| Q3 2023 | $327,253 | -9.1% | 3,470 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $360,115 | +7.6% | 3,695 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $334,665 | +1.0% | 3,700 | -5.4% | 0.02% | -6.2% |
| Q4 2022 | $331,372 | +9.4% | 3,910 | +2.4% | 0.02% | 0.0% |
| Q3 2022 | $303,000 | +5.2% | 3,820 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $288,000 | -36.7% | 3,430 | -23.5% | 0.02% | -21.1% |
| Q1 2022 | $455,000 | -9.7% | 4,485 | -4.1% | 0.02% | -5.0% |
| Q4 2021 | $504,000 | +13.8% | 4,675 | +3.9% | 0.02% | 0.0% |
| Q3 2021 | $443,000 | -0.2% | 4,498 | -0.3% | 0.02% | -4.8% |
| Q2 2021 | $444,000 | +22.3% | 4,513 | +13.0% | 0.02% | +10.5% |
| Q1 2021 | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| Q4 2020 | $280,000 | -4.8% | 3,258 | -15.6% | 0.02% | -20.0% |
| Q3 2020 | $294,000 | – | 3,859 | – | 0.02% | – |
Download | ||||||
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% |