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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $84,717 | +0.5% | 710 | -3.1% | 0.01% | 0.0% |
Q1 2024 | $84,266 | +67.3% | 733 | +52.7% | 0.01% | +40.0% |
Q4 2023 | $50,362 | +0.8% | 480 | -9.8% | 0.01% | 0.0% |
Q3 2023 | $49,960 | -16.5% | 532 | -13.4% | 0.01% | -16.7% |
Q2 2023 | $59,840 | +16.5% | 614 | +8.1% | 0.01% | 0.0% |
Q1 2023 | $51,376 | +23.7% | 568 | +15.9% | 0.01% | +20.0% |
Q4 2022 | $41,528 | -11.6% | 490 | -16.5% | 0.01% | -16.7% |
Q3 2022 | $47,000 | +9.3% | 587 | +14.0% | 0.01% | 0.0% |
Q2 2022 | $43,000 | -25.9% | 515 | -9.6% | 0.01% | 0.0% |
Q1 2022 | $58,000 | -6.5% | 570 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $62,000 | +8.8% | 570 | -0.9% | 0.01% | 0.0% |
Q3 2021 | $57,000 | 0.0% | 575 | -0.9% | 0.01% | 0.0% |
Q2 2021 | $57,000 | +3.6% | 580 | -3.3% | 0.01% | 0.0% |
Q1 2021 | $55,000 | -22.5% | 600 | -27.3% | 0.01% | -30.0% |
Q4 2020 | $71,000 | +12.7% | 825 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $63,000 | -12.5% | 825 | -20.3% | 0.01% | -16.7% |
Q2 2020 | $72,000 | +60.0% | 1,035 | +31.8% | 0.01% | +50.0% |
Q1 2020 | $45,000 | – | 785 | – | 0.01% | – |
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% |