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 | $3,453,136 | +13.8% | 32,912 | +1.9% | 0.25% | +1.2% |
| Q3 2023 | $3,033,265 | -4.8% | 32,299 | -1.2% | 0.25% | -4.6% |
| Q2 2023 | $3,187,417 | +83.3% | 32,704 | +70.1% | 0.26% | +73.5% |
| Q1 2023 | $1,739,242 | +54473.0% | 19,228 | -48.9% | 0.15% | -48.3% |
| Q4 2022 | $3,187 | -99.9% | 37,600 | -17.3% | 0.29% | -21.3% |
| Q3 2022 | $3,609,000 | +10.3% | 45,449 | +16.5% | 0.37% | +16.7% |
| Q2 2022 | $3,272,000 | -11.0% | 39,004 | +7.6% | 0.32% | -1.9% |
| Q1 2022 | $3,675,000 | +33.3% | 36,263 | +41.9% | 0.32% | +30.1% |
| Q4 2021 | $2,757,000 | +21.1% | 25,553 | +10.6% | 0.25% | +10.7% |
| Q3 2021 | $2,276,000 | +29.2% | 23,112 | +29.2% | 0.22% | +29.3% |
| Q2 2021 | $1,761,000 | +151.6% | 17,885 | +132.3% | 0.17% | +135.1% |
| Q1 2021 | $700,000 | +105.3% | 7,698 | +94.2% | 0.07% | +89.7% |
| Q4 2020 | $341,000 | +752.5% | 3,963 | +650.6% | 0.04% | +680.0% |
| Q3 2020 | $40,000 | +8.1% | 528 | +0.6% | 0.01% | +25.0% |
| Q2 2020 | $37,000 | – | 525 | – | 0.00% | – |
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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% |