ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 724 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $407,082 | -44.8% | 3,579 | -49.1% | 0.03% | -44.1% |
| Q4 2023 | $738,056 | +6.7% | 7,034 | -4.5% | 0.06% | -15.7% |
| Q3 2023 | $691,586 | -17.7% | 7,364 | -14.6% | 0.07% | +1.4% |
| Q2 2023 | $840,139 | -80.2% | 8,620 | -81.6% | 0.07% | -84.0% |
| Q1 2023 | $4,247,217 | -33.5% | 46,956 | -37.7% | 0.43% | -23.9% |
| Q4 2022 | $6,391,222 | -20.1% | 75,412 | -25.1% | 0.57% | -25.8% |
| Q3 2022 | $7,996,000 | +1.4% | 100,693 | +8.7% | 0.76% | +4.8% |
| Q2 2022 | $7,883,000 | -21.7% | 92,675 | -6.6% | 0.73% | -5.8% |
| Q1 2022 | $10,062,000 | -20.8% | 99,275 | -15.7% | 0.77% | -23.0% |
| Q4 2021 | $12,706,000 | +16.6% | 117,753 | +6.4% | 1.00% | +1.6% |
| Q3 2021 | $10,898,000 | +0.5% | 110,688 | +0.6% | 0.99% | -1.8% |
| Q2 2021 | $10,839,000 | -15.5% | 110,076 | -22.0% | 1.01% | -21.2% |
| Q1 2021 | $12,831,000 | +65.4% | 141,197 | +56.5% | 1.28% | +44.3% |
| Q4 2020 | $7,759,000 | +113.9% | 90,195 | +74.0% | 0.88% | +74.2% |
| Q2 2020 | $3,628,000 | – | 51,829 | – | 0.51% | – |
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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% |