ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 660 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,479,926 | +49.6% | 12,403 | +44.1% | 0.02% | +47.1% |
Q1 2024 | $989,346 | +8.8% | 8,606 | -0.7% | 0.02% | 0.0% |
Q4 2023 | $909,237 | +18.3% | 8,666 | +5.9% | 0.02% | +6.2% |
Q3 2023 | $768,653 | -3.6% | 8,185 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $797,710 | +7.8% | 8,185 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $740,333 | +5.5% | 8,185 | -1.2% | 0.02% | 0.0% |
Q4 2022 | $701,815 | -3.9% | 8,281 | -9.9% | 0.02% | +6.7% |
Q3 2022 | $730,000 | -3.7% | 9,192 | +1.7% | 0.02% | 0.0% |
Q2 2022 | $758,000 | -17.9% | 9,036 | -0.8% | 0.02% | -6.2% |
Q1 2022 | $923,000 | -8.1% | 9,110 | -2.1% | 0.02% | -5.9% |
Q4 2021 | $1,004,000 | +5.9% | 9,301 | -3.4% | 0.02% | 0.0% |
Q3 2021 | $948,000 | +22.2% | 9,633 | +22.2% | 0.02% | +21.4% |
Q2 2021 | $776,000 | +36.4% | 7,885 | +26.0% | 0.01% | +27.3% |
Q1 2021 | $569,000 | +8.0% | 6,257 | +2.2% | 0.01% | 0.0% |
Q4 2020 | $527,000 | +25.2% | 6,123 | +11.0% | 0.01% | +10.0% |
Q3 2020 | $421,000 | – | 5,518 | – | 0.01% | – |
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% |