ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 656 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,300,715 | +6.2% | 103,090 | +2.4% | 0.02% | 0.0% |
| Q1 2024 | $11,578,759 | +25.1% | 100,719 | +14.2% | 0.02% | +9.1% |
| Q4 2023 | $9,255,935 | -1.8% | 88,219 | -12.1% | 0.02% | -12.0% |
| Q3 2023 | $9,423,478 | -10.6% | 100,343 | -7.3% | 0.02% | -10.7% |
| Q2 2023 | $10,546,530 | +95395.6% | 108,214 | -11.4% | 0.03% | -12.5% |
| Q1 2023 | $11,044 | -28.2% | 122,099 | -32.8% | 0.03% | -34.7% |
| Q4 2022 | $15,388 | -99.7% | 181,577 | +142.6% | 0.05% | +104.2% |
| Q3 2022 | $5,943,000 | -0.2% | 74,844 | +5.4% | 0.02% | 0.0% |
| Q2 2022 | $5,957,000 | -8.7% | 70,992 | +10.3% | 0.02% | -4.0% |
| Q1 2022 | $6,524,000 | -6.0% | 64,372 | +0.0% | 0.02% | -13.8% |
| Q4 2021 | $6,944,000 | +425.3% | 64,356 | +379.3% | 0.03% | +314.3% |
| Q3 2021 | $1,322,000 | – | 13,427 | – | 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% |