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 | $1,101,949 | +42.8% | 9,235 | +37.6% | 0.27% | +39.0% |
| Q1 2024 | $771,460 | +20.3% | 6,711 | +9.8% | 0.20% | +14.0% |
| Q4 2023 | $641,448 | +30.7% | 6,114 | +17.0% | 0.17% | +17.9% |
| Q3 2023 | $490,868 | -5.5% | 5,227 | -1.9% | 0.14% | 0.0% |
| Q2 2023 | $519,365 | +7.8% | 5,329 | 0.0% | 0.14% | +5.8% |
| Q1 2023 | $482,009 | +12.4% | 5,329 | +5.3% | 0.14% | +17.1% |
| Q4 2022 | $428,750 | +20.4% | 5,059 | +12.8% | 0.12% | +27.2% |
| Q3 2022 | $356,000 | +334.1% | 4,484 | +288.2% | 0.09% | +300.0% |
| Q4 2019 | $82,000 | -18.0% | 1,155 | -24.8% | 0.02% | -20.7% |
| Q3 2019 | $100,000 | – | 1,535 | – | 0.03% | – |
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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% |