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 | $605,696 | -19.1% | 5,076 | -22.0% | 0.37% | -27.1% |
Q1 2024 | $748,448 | -40.4% | 6,511 | -45.6% | 0.51% | -40.1% |
Q4 2023 | $1,255,597 | +32.5% | 11,967 | +18.6% | 0.86% | +0.2% |
Q3 2023 | $947,739 | +4.2% | 10,092 | +8.2% | 0.85% | +1.8% |
Q2 2023 | $909,302 | +9.9% | 9,330 | +1.9% | 0.84% | -14.6% |
Q1 2023 | $827,702 | -28.3% | 9,152 | -32.8% | 0.98% | -4.6% |
Q4 2022 | $1,154,737 | -74.5% | 13,625 | -76.1% | 1.03% | -79.8% |
Q3 2022 | $4,535,000 | -3.7% | 57,110 | +1.8% | 5.08% | -28.4% |
Q2 2022 | $4,707,000 | -23.7% | 56,094 | -7.9% | 7.10% | +73.1% |
Q1 2022 | $6,173,000 | -16.3% | 60,906 | -10.9% | 4.10% | -6.9% |
Q4 2021 | $7,378,000 | +11.2% | 68,383 | +1.5% | 4.40% | +15.0% |
Q3 2021 | $6,636,000 | +17.1% | 67,399 | +17.1% | 3.83% | +20.3% |
Q2 2021 | $5,669,000 | +13.0% | 57,572 | +4.2% | 3.18% | +10.1% |
Q1 2021 | $5,015,000 | -55.4% | 55,265 | -57.8% | 2.89% | -53.8% |
Q4 2020 | $11,253,000 | +49.0% | 130,808 | +32.0% | 6.25% | +45.0% |
Q3 2020 | $7,554,000 | +11.4% | 99,106 | +2.3% | 4.31% | -24.0% |
Q2 2020 | $6,781,000 | +114.6% | 96,888 | +76.3% | 5.67% | +74.5% |
Q1 2020 | $3,160,000 | – | 54,966 | – | 3.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |