ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 693 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,277,917 | -9.8% | 10,710 | -13.1% | 0.08% | -12.9% |
| Q1 2024 | $1,416,537 | +8.5% | 12,322 | -1.0% | 0.09% | +2.2% |
| Q4 2023 | $1,305,415 | +12.0% | 12,442 | +0.3% | 0.09% | +1.1% |
| Q3 2023 | $1,165,423 | -5.0% | 12,410 | -1.4% | 0.09% | -6.2% |
| Q2 2023 | $1,226,534 | +9.8% | 12,585 | +1.9% | 0.10% | +4.3% |
| Q1 2023 | $1,117,058 | +446.9% | 12,350 | +412.4% | 0.09% | +411.1% |
| Q4 2022 | $204,248 | +6.9% | 2,410 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $191,000 | -5.4% | 2,410 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $202,000 | -17.2% | 2,410 | 0.0% | 0.02% | -9.1% |
| Q1 2022 | $244,000 | +2.5% | 2,410 | +9.3% | 0.02% | +4.8% |
| Q4 2021 | $238,000 | +17.8% | 2,205 | +3.7% | 0.02% | -12.5% |
| Q3 2021 | $202,000 | -2.9% | 2,127 | +0.8% | 0.02% | +20.0% |
| Q2 2021 | $208,000 | +7.8% | 2,110 | -0.7% | 0.02% | 0.0% |
| Q1 2021 | $193,000 | +27.8% | 2,125 | +21.4% | 0.02% | +17.6% |
| Q4 2020 | $151,000 | – | 1,750 | – | 0.02% | – |
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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% |