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 | $6,614,078 | -5.4% | 55,431 | -8.9% | 0.21% | -11.9% |
Q1 2024 | $6,994,786 | +12.6% | 60,845 | +0.9% | 0.24% | +1.7% |
Q4 2023 | $6,212,373 | +6.9% | 60,291 | -2.6% | 0.23% | -15.6% |
Q3 2023 | $5,812,653 | -5.8% | 61,896 | -2.2% | 0.28% | -14.1% |
Q2 2023 | $6,170,679 | +29.3% | 63,315 | +20.0% | 0.32% | +14.7% |
Q1 2023 | $4,773,734 | +10.6% | 52,778 | +3.7% | 0.28% | -5.4% |
Q4 2022 | $4,314,903 | +8.1% | 50,913 | +1.3% | 0.30% | -3.0% |
Q3 2022 | $3,991,000 | +13.3% | 50,253 | +19.7% | 0.30% | +12.6% |
Q2 2022 | $3,521,000 | -5.6% | 41,970 | +14.1% | 0.27% | +3.8% |
Q1 2022 | $3,728,000 | +36.3% | 36,780 | +45.1% | 0.26% | +33.3% |
Q4 2021 | $2,736,000 | -22.0% | 25,352 | -28.8% | 0.20% | -26.1% |
Q3 2021 | $3,506,000 | +32.5% | 35,608 | +32.5% | 0.26% | +25.7% |
Q2 2021 | $2,647,000 | +67.3% | 26,883 | +54.4% | 0.21% | +42.9% |
Q1 2021 | $1,582,000 | +6.6% | 17,410 | +0.9% | 0.15% | +5.8% |
Q4 2020 | $1,484,000 | +29.2% | 17,247 | +14.4% | 0.14% | +6.9% |
Q3 2020 | $1,149,000 | +130.7% | 15,079 | +111.7% | 0.13% | +94.0% |
Q2 2020 | $498,000 | +21.5% | 7,122 | -0.1% | 0.07% | -10.7% |
Q1 2020 | $410,000 | – | 7,128 | – | 0.08% | – |
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% |