ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $385,183 | +30.8% | 3,228,147 | +26.0% | 1.00% | +26.3% |
| Q1 2024 | $294,565 | +9.9% | 2,562,322 | +0.3% | 0.79% | +2.5% |
| Q4 2023 | $267,912 | +11.2% | 2,553,484 | -0.5% | 0.77% | +1.0% |
| Q3 2023 | $240,882 | -3.9% | 2,565,032 | -0.3% | 0.76% | -1.8% |
| Q2 2023 | $250,651 | +9.6% | 2,571,830 | +1.7% | 0.78% | +4.9% |
| Q1 2023 | $228,698 | +8.8% | 2,528,445 | +1.9% | 0.74% | +2.8% |
| Q4 2022 | $210,254 | -99.9% | 2,480,876 | +2.2% | 0.72% | -1.0% |
| Q3 2022 | $203,613,000 | 0.0% | 2,426,859 | 0.0% | 0.73% | 0.0% |
| Q2 2022 | $203,613,000 | -16.1% | 2,426,859 | +1.4% | 0.73% | -5.7% |
| Q1 2022 | $242,563,000 | -0.3% | 2,393,318 | +6.1% | 0.77% | +1.8% |
| Q4 2021 | $243,373,000 | +18.5% | 2,255,540 | +8.2% | 0.76% | +10.5% |
| Q3 2021 | $205,298,000 | +14.0% | 2,085,092 | +14.0% | 0.69% | +11.9% |
| Q2 2021 | $180,084,000 | +41.2% | 1,828,818 | +30.3% | 0.61% | +27.7% |
| Q1 2021 | $127,525,000 | +86.9% | 1,403,378 | +76.9% | 0.48% | +67.8% |
| Q4 2020 | $68,240,000 | +31639.5% | 793,209 | +28028.0% | 0.29% | +28500.0% |
| Q3 2020 | $215,000 | – | 2,820 | – | 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% |