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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $5,920,210 | +104386.6% | 51,498 | +95266.7% | 0.14% | – |
Q4 2023 | $5,666 | -92.3% | 54 | -93.1% | 0.00% | -100.0% |
Q3 2023 | $73,625 | -85.8% | 784 | -85.3% | 0.00% | -88.2% |
Q2 2023 | $518,195 | +107632.8% | 5,317 | +0.0% | 0.02% | +13.3% |
Q1 2023 | $481 | -84.8% | 5,315 | -85.8% | 0.02% | -88.5% |
Q4 2022 | $3,165 | -99.8% | 37,343 | +51.2% | 0.13% | +309.4% |
Q3 2022 | $1,960,000 | +45.1% | 24,692 | +53.3% | 0.03% | +6.7% |
Q2 2022 | $1,351,000 | +22.4% | 16,102 | +43.7% | 0.03% | +7.1% |
Q3 2021 | $1,104,000 | +5420.0% | 11,209 | +5421.7% | 0.03% | +2700.0% |
Q2 2021 | $20,000 | +300.0% | 203 | +269.1% | 0.00% | – |
Q1 2021 | $5,000 | -99.7% | 55 | -99.7% | 0.00% | -100.0% |
Q3 2020 | $1,536,000 | -26.2% | 20,152 | -32.3% | 0.02% | -80.0% |
Q2 2020 | $2,082,000 | +12912.5% | 29,753 | +13548.2% | 0.08% | +8400.0% |
Q4 2019 | $16,000 | – | 218 | – | 0.00% | – |
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% |