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 | $1,931,852 | +3.6% | 16,191 | -0.2% | 0.53% | +0.4% |
| Q1 2024 | $1,865,158 | +9.0% | 16,224 | -0.5% | 0.52% | -0.2% |
| Q4 2023 | $1,710,523 | +14.3% | 16,303 | +2.3% | 0.53% | +5.0% |
| Q3 2023 | $1,496,732 | -11.7% | 15,938 | -8.4% | 0.50% | -9.1% |
| Q2 2023 | $1,695,325 | -60.2% | 17,395 | -64.3% | 0.55% | -60.4% |
| Q1 2023 | $4,256,432 | -8.6% | 48,739 | -11.3% | 1.39% | -16.3% |
| Q4 2022 | $4,659,307 | +0.4% | 54,977 | -5.9% | 1.66% | -1.1% |
| Q3 2022 | $4,639,000 | -13.5% | 58,420 | -8.6% | 1.68% | -8.0% |
| Q2 2022 | $5,362,000 | -25.1% | 63,912 | -9.5% | 1.83% | -12.5% |
| Q1 2022 | $7,159,000 | -25.5% | 70,632 | -20.6% | 2.09% | -24.3% |
| Q4 2021 | $9,604,000 | +14.4% | 89,010 | +4.4% | 2.76% | -36.1% |
| Q3 2021 | $8,398,000 | +4.4% | 85,292 | +4.4% | 4.32% | +72.2% |
| Q2 2021 | $8,044,000 | +22.5% | 81,689 | +13.0% | 2.51% | +14.7% |
| Q1 2021 | $6,569,000 | – | 72,292 | – | 2.18% | – |
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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% |