ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 698 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,276 | +11.7% | 269,500 | 0.0% | 0.96% | +3.3% |
| Q3 2023 | $25,309 | -3.6% | 269,500 | 0.0% | 0.93% | -3.3% |
| Q2 2023 | $26,265 | +7.7% | 269,500 | 0.0% | 0.96% | +7.8% |
| Q1 2023 | $24,376 | +6.7% | 269,500 | 0.0% | 0.89% | +6.2% |
| Q4 2022 | $22,840 | -99.9% | 269,500 | 0.0% | 0.84% | +3.5% |
| Q3 2022 | $21,401,000 | -3.1% | 269,500 | +2.4% | 0.81% | -1.5% |
| Q2 2022 | $22,082,000 | -17.2% | 263,200 | 0.0% | 0.82% | -10.3% |
| Q1 2022 | $26,675,000 | -6.1% | 263,200 | 0.0% | 0.92% | -8.5% |
| Q4 2021 | $28,399,000 | +9.6% | 263,200 | 0.0% | 1.00% | +6.8% |
| Q3 2021 | $25,915,000 | -0.0% | 263,200 | 0.0% | 0.94% | +7.1% |
| Q2 2021 | $25,917,000 | +8.4% | 263,200 | 0.0% | 0.88% | -2.5% |
| Q1 2021 | $23,917,000 | – | 263,200 | – | 0.90% | – |
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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% |