ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,948,758 | -19.6% | 16,332 | -22.6% | 2.06% | -22.6% |
Q1 2024 | $2,424,248 | -21.4% | 21,088 | -28.2% | 2.66% | -26.6% |
Q4 2023 | $3,082,839 | +9.0% | 29,383 | -2.4% | 3.63% | -3.6% |
Q3 2023 | $2,827,911 | -4.0% | 30,113 | -0.4% | 3.77% | -16.7% |
Q2 2023 | $2,945,828 | +6.4% | 30,226 | -1.3% | 4.53% | +2.0% |
Q1 2023 | $2,769,450 | -15.1% | 30,619 | -20.4% | 4.44% | -20.7% |
Q4 2022 | $3,261,970 | +1.0% | 38,489 | -5.3% | 5.60% | -5.1% |
Q3 2022 | $3,229,000 | +2.8% | 40,660 | +8.6% | 5.90% | +15.0% |
Q2 2022 | $3,140,000 | -45.5% | 37,423 | -34.1% | 5.12% | -37.7% |
Q1 2022 | $5,757,000 | -0.3% | 56,798 | +6.2% | 8.23% | +11.6% |
Q4 2021 | $5,772,000 | +6.9% | 53,490 | -2.4% | 7.37% | +5.5% |
Q3 2021 | $5,399,000 | +25.6% | 54,830 | +25.7% | 6.99% | +21.3% |
Q2 2021 | $4,297,000 | +11.7% | 43,634 | +3.0% | 5.76% | +4.5% |
Q1 2021 | $3,848,000 | +5.7% | 42,348 | +0.1% | 5.52% | +2.0% |
Q4 2020 | $3,639,000 | +14.1% | 42,298 | +1.1% | 5.41% | -0.9% |
Q3 2020 | $3,189,000 | +2.8% | 41,847 | -5.6% | 5.45% | -16.9% |
Q2 2020 | $3,102,000 | +124.8% | 44,325 | +84.7% | 6.57% | +122.4% |
Q1 2020 | $1,380,000 | – | 23,997 | – | 2.95% | – |
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% |