ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $161,440 | +65.2% | 1,353 | +59.2% | 0.03% | +65.0% |
| Q1 2024 | $97,716 | +25.3% | 850 | +14.4% | 0.02% | +5.3% |
| Q4 2023 | $77,956 | +11.7% | 743 | 0.0% | 0.02% | +5.6% |
| Q3 2023 | $69,775 | -6.9% | 743 | -3.4% | 0.02% | 0.0% |
| Q2 2023 | $74,947 | +7.8% | 769 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $69,556 | -33.3% | 769 | -37.5% | 0.02% | -34.6% |
| Q4 2022 | $104,243 | +6.4% | 1,230 | 0.0% | 0.03% | +4.0% |
| Q3 2022 | $98,000 | -67.7% | 1,230 | -66.0% | 0.02% | -67.1% |
| Q2 2022 | $303,000 | -17.2% | 3,616 | 0.0% | 0.08% | -12.6% |
| Q1 2022 | $366,000 | -6.2% | 3,616 | 0.0% | 0.09% | -5.4% |
| Q4 2021 | $390,000 | +9.6% | 3,616 | 0.0% | 0.09% | -2.1% |
| Q3 2021 | $356,000 | 0.0% | 3,616 | 0.0% | 0.09% | -3.1% |
| Q2 2021 | $356,000 | +20.7% | 3,616 | +4657.9% | 0.10% | +10.2% |
| Q1 2021 | $295,000 | +5.7% | 76 | -97.7% | 0.09% | -5.4% |
| Q4 2020 | $279,000 | – | 3,244 | – | 0.09% | – |
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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% |