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 | $19,579,962 | +2.8% | 164,096 | -0.9% | 0.52% | +3.6% |
| Q1 2024 | $19,037,450 | +8.4% | 165,601 | -1.1% | 0.50% | -12.1% |
| Q4 2023 | $17,569,828 | +36.8% | 167,459 | +22.5% | 0.57% | +19.2% |
| Q3 2023 | $12,838,934 | -7.0% | 136,715 | -3.5% | 0.48% | -8.4% |
| Q2 2023 | $13,807,876 | +3.7% | 141,677 | -3.8% | 0.52% | -6.5% |
| Q1 2023 | $13,319,827 | +26.4% | 147,262 | +18.5% | 0.56% | +10.7% |
| Q4 2022 | $10,534,557 | +204.8% | 124,302 | +185.6% | 0.50% | +175.4% |
| Q3 2022 | $3,456,000 | +29.9% | 43,522 | +37.2% | 0.18% | +30.7% |
| Q2 2022 | $2,661,000 | +42.3% | 31,720 | +71.9% | 0.14% | +62.8% |
| Q1 2022 | $1,870,000 | +124.5% | 18,451 | +139.0% | 0.09% | +132.4% |
| Q4 2021 | $833,000 | +72.5% | 7,720 | +57.5% | 0.04% | +48.0% |
| Q3 2021 | $483,000 | +5.5% | 4,901 | +5.4% | 0.02% | +4.2% |
| Q2 2021 | $458,000 | +8.3% | 4,651 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $423,000 | -0.5% | 4,651 | -5.9% | 0.02% | -7.4% |
| Q4 2020 | $425,000 | +29.6% | 4,940 | +14.9% | 0.03% | +8.0% |
| Q3 2020 | $328,000 | +9.0% | 4,300 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $301,000 | +11.5% | 4,300 | -8.5% | 0.03% | -13.3% |
| Q1 2020 | $270,000 | -20.8% | 4,700 | -1.8% | 0.03% | -9.1% |
| Q4 2019 | $341,000 | +8.9% | 4,785 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $313,000 | +3.3% | 4,785 | +1.8% | 0.03% | -2.9% |
| Q2 2019 | $303,000 | +3.8% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $292,000 | +13.2% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $258,000 | – | 4,700 | – | 0.03% | – |
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% |