ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 23 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,412,618 | -14.2% | 53,743 | -17.4% | 0.13% | -19.9% |
| Q1 2024 | $7,476,101 | -9.3% | 65,032 | -17.2% | 0.17% | -17.4% |
| Q4 2023 | $8,240,557 | +7.8% | 78,541 | -3.5% | 0.20% | -2.0% |
| Q3 2023 | $7,644,778 | -2.4% | 81,405 | +1.3% | 0.20% | -1.9% |
| Q2 2023 | $7,832,865 | +0.7% | 80,371 | -6.5% | 0.21% | -2.8% |
| Q1 2023 | $7,776,947 | -27.4% | 85,981 | -32.0% | 0.22% | -34.5% |
| Q4 2022 | $10,715,087 | +4.3% | 126,432 | -2.2% | 0.33% | -9.6% |
| Q3 2022 | $10,271,000 | +13.4% | 129,339 | +19.8% | 0.36% | +17.1% |
| Q2 2022 | $9,056,000 | -20.1% | 107,932 | -3.5% | 0.31% | -7.2% |
| Q1 2022 | $11,340,000 | -5.6% | 111,895 | +0.6% | 0.33% | -3.2% |
| Q4 2021 | $12,007,000 | +20.7% | 111,277 | +10.1% | 0.34% | +9.2% |
| Q3 2021 | $9,948,000 | +16.4% | 101,025 | +16.4% | 0.32% | +17.0% |
| Q2 2021 | $8,550,000 | +35.6% | 86,822 | +25.1% | 0.27% | +15.4% |
| Q1 2021 | $6,306,000 | +21.2% | 69,390 | +14.8% | 0.23% | +12.0% |
| Q4 2020 | $5,201,000 | +56.1% | 60,453 | +38.3% | 0.21% | +33.1% |
| Q3 2020 | $3,331,000 | +16.4% | 43,704 | +6.9% | 0.16% | 0.0% |
| Q2 2020 | $2,861,000 | +130.9% | 40,884 | +89.6% | 0.16% | +93.8% |
| Q1 2020 | $1,239,000 | +8160.0% | 21,566 | +10471.6% | 0.08% | +8000.0% |
| Q4 2019 | $15,000 | +400.0% | 204 | +308.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 50 | – | 0.00% | – |
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% |