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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $237,842 | +9.6% | 2,068,908 | 0.0% | 6.58% | -7.1% |
| Q4 2023 | $217,070 | +11.7% | 2,068,908 | 0.0% | 7.09% | +14.4% |
| Q3 2023 | $194,291 | -3.6% | 2,068,908 | 0.0% | 6.20% | -0.9% |
| Q2 2023 | $201,636 | +7.8% | 2,068,908 | 0.0% | 6.26% | +0.3% |
| Q1 2023 | $187,133 | +6.7% | 2,068,908 | 0.0% | 6.24% | -5.9% |
| Q4 2022 | $175,340 | -99.9% | 2,068,908 | 0.0% | 6.62% | -8.3% |
| Q3 2022 | $164,292,000 | -5.4% | 2,068,908 | 0.0% | 7.22% | -1.7% |
| Q2 2022 | $173,581,000 | -17.2% | 2,068,908 | 0.0% | 7.35% | -1.7% |
| Q1 2022 | $209,684,000 | -6.1% | 2,068,908 | 0.0% | 7.47% | +4.5% |
| Q4 2021 | $223,235,000 | +9.6% | 2,068,908 | 0.0% | 7.15% | -4.6% |
| Q3 2021 | $203,705,000 | -0.0% | 2,068,908 | 0.0% | 7.49% | -3.9% |
| Q2 2021 | $203,725,000 | +176.9% | 2,068,908 | +155.6% | 7.80% | +132.5% |
| Q1 2021 | $73,566,000 | +5.6% | 809,578 | 0.0% | 3.35% | +10.2% |
| Q4 2020 | $69,648,000 | +12.9% | 809,578 | 0.0% | 3.04% | +14.4% |
| Q3 2020 | $61,698,000 | +8.9% | 809,578 | 0.0% | 2.66% | -2.6% |
| Q2 2020 | $56,662,000 | – | 809,578 | – | 2.73% | – |
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% |