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 | $3,163,677 | +7.4% | 26,514 | +3.5% | 0.03% | -5.9% |
| Q1 2024 | $2,945,276 | +5.2% | 25,620 | -4.0% | 0.03% | -5.6% |
| Q4 2023 | $2,799,584 | -1.6% | 26,683 | -11.9% | 0.04% | -14.3% |
| Q3 2023 | $2,845,385 | -1.7% | 30,299 | +2.1% | 0.04% | -6.7% |
| Q2 2023 | $2,893,571 | +8.4% | 29,690 | +0.6% | 0.04% | -10.0% |
| Q1 2023 | $2,669,826 | +40.1% | 29,517 | +24.7% | 0.05% | +6.4% |
| Q4 2022 | $1,906,016 | -46.5% | 23,664 | -47.3% | 0.05% | -57.7% |
| Q3 2022 | $3,565,000 | -3.9% | 44,891 | +1.5% | 0.11% | -1.8% |
| Q2 2022 | $3,711,000 | -13.0% | 44,235 | +5.1% | 0.11% | -19.3% |
| Q1 2022 | $4,264,000 | -3.2% | 42,070 | +3.0% | 0.14% | -2.1% |
| Q4 2021 | $4,406,000 | +1468.0% | 40,830 | +1332.6% | 0.14% | +1330.0% |
| Q3 2021 | $281,000 | +33.8% | 2,850 | +23.1% | 0.01% | -9.1% |
| Q1 2021 | $210,000 | -9.5% | 2,315 | -30.2% | 0.01% | -38.9% |
| Q2 2020 | $232,000 | – | 3,315 | – | 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% |