ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 724 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $705,447 | -34.7% | 5,912 | -37.1% | 0.02% | -32.0% |
| Q1 2024 | $1,080,456 | -3.9% | 9,399 | -12.3% | 0.02% | -3.8% |
| Q4 2023 | $1,124,176 | +21.6% | 10,715 | +8.8% | 0.03% | +4.0% |
| Q3 2023 | $924,642 | -21.5% | 9,846 | -18.5% | 0.02% | -19.4% |
| Q2 2023 | $1,178,003 | +7.7% | 12,087 | -0.0% | 0.03% | 0.0% |
| Q1 2023 | $1,093,593 | +49835.8% | 12,091 | -53.2% | 0.03% | -50.8% |
| Q4 2022 | $2,190 | -99.9% | 25,841 | +0.7% | 0.06% | 0.0% |
| Q3 2022 | $2,037,000 | +1.6% | 25,652 | +7.4% | 0.06% | +12.5% |
| Q2 2022 | $2,004,000 | -2.7% | 23,890 | +17.6% | 0.06% | +12.0% |
| Q1 2022 | $2,059,000 | +9.1% | 20,316 | +16.1% | 0.05% | +11.1% |
| Q4 2021 | $1,887,000 | +34.0% | 17,493 | +22.3% | 0.04% | +25.0% |
| Q3 2021 | $1,408,000 | +42.2% | 14,299 | +42.1% | 0.04% | +38.5% |
| Q2 2021 | $990,000 | +19.0% | 10,061 | +9.8% | 0.03% | +13.0% |
| Q1 2021 | $832,000 | +24.9% | 9,165 | +18.5% | 0.02% | +9.5% |
| Q4 2020 | $666,000 | +94.7% | 7,733 | +72.5% | 0.02% | +50.0% |
| Q3 2020 | $342,000 | +4785.7% | 4,482 | +4382.0% | 0.01% | – |
| Q2 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | – | 100 | – | 0.00% | – |
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% |