ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 660 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,008,117 | +15.4% | 114,450 | +3.3% | 0.17% | +1.8% |
| Q3 2023 | $10,402,726 | -36.2% | 110,773 | -33.8% | 0.16% | -36.6% |
| Q2 2023 | $16,315,302 | +4.2% | 167,405 | -3.3% | 0.26% | -1.5% |
| Q1 2023 | $15,652,786 | -54.4% | 173,055 | -57.3% | 0.26% | -58.1% |
| Q4 2022 | $34,361,861 | +208.7% | 405,450 | +189.3% | 0.62% | +111.9% |
| Q3 2022 | $11,131,000 | +0.3% | 140,167 | +6.0% | 0.29% | +16.2% |
| Q2 2022 | $11,093,000 | -15.4% | 132,215 | +2.2% | 0.25% | -3.4% |
| Q1 2022 | $13,109,000 | +1.5% | 129,342 | +8.1% | 0.26% | +0.4% |
| Q4 2021 | $12,910,000 | +17.6% | 119,645 | +7.3% | 0.26% | +22.0% |
| Q3 2021 | $10,977,000 | +13.0% | 111,483 | +13.1% | 0.21% | -7.0% |
| Q2 2021 | $9,710,000 | +14.9% | 98,607 | +6.0% | 0.23% | -0.9% |
| Q1 2021 | $8,452,000 | +13.7% | 93,008 | +7.7% | 0.23% | -2.5% |
| Q4 2020 | $7,433,000 | +60.5% | 86,396 | +42.2% | 0.24% | +36.8% |
| Q3 2020 | $4,630,000 | +39.5% | 60,754 | +28.1% | 0.17% | +22.5% |
| Q2 2020 | $3,319,000 | +138.9% | 47,414 | +96.3% | 0.14% | +89.3% |
| Q1 2020 | $1,389,000 | +6845.0% | 24,154 | +7286.5% | 0.08% | +7400.0% |
| Q1 2019 | $20,000 | – | 327 | – | 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% |