ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,078,422 | +15.8% | 29,821 | +6.8% | 0.24% | -2.8% |
| Q3 2023 | $2,658,377 | -22.2% | 27,930 | -17.9% | 0.25% | -19.8% |
| Q2 2023 | $3,415,060 | -14.4% | 34,001 | -22.9% | 0.31% | -28.2% |
| Q1 2023 | $3,990,202 | +687.7% | 44,115 | +663.2% | 0.43% | +416.9% |
| Q4 2022 | $506,559 | +103.4% | 5,780 | +92.4% | 0.08% | -21.7% |
| Q3 2022 | $249,000 | – | 3,004 | – | 0.11% | – |
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% |