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 | $543,363 | +13.5% | 4,554 | +9.4% | 0.02% | +5.3% |
Q1 2024 | $478,544 | -21.8% | 4,163 | -28.6% | 0.02% | -29.6% |
Q4 2023 | $611,909 | +17.3% | 5,832 | +5.0% | 0.03% | +3.8% |
Q3 2023 | $521,721 | +13.2% | 5,556 | +17.5% | 0.03% | +8.3% |
Q2 2023 | $460,926 | -8.9% | 4,729 | -15.4% | 0.02% | -17.2% |
Q1 2023 | $505,857 | -44.6% | 5,593 | -48.1% | 0.03% | -49.1% |
Q4 2022 | $913,442 | -46.9% | 10,778 | -50.2% | 0.06% | -56.5% |
Q3 2022 | $1,719,000 | +300.7% | 21,651 | +323.1% | 0.13% | +244.7% |
Q2 2022 | $429,000 | -44.0% | 5,117 | -32.3% | 0.04% | -34.5% |
Q1 2022 | $766,000 | +40.0% | 7,555 | +49.1% | 0.06% | +45.0% |
Q4 2021 | $547,000 | +19.7% | 5,068 | +9.2% | 0.04% | +8.1% |
Q3 2021 | $457,000 | -63.6% | 4,639 | -63.6% | 0.04% | -53.8% |
Q2 2021 | $1,256,000 | +25.1% | 12,755 | +15.5% | 0.08% | +11.1% |
Q1 2021 | $1,004,000 | +1.5% | 11,046 | -3.9% | 0.07% | -12.2% |
Q4 2020 | $989,000 | +80.8% | 11,499 | +60.3% | 0.08% | +49.1% |
Q3 2020 | $547,000 | +30.5% | 7,174 | +19.8% | 0.06% | -3.5% |
Q2 2020 | $419,000 | +80.6% | 5,986 | +48.1% | 0.06% | +72.7% |
Q1 2020 | $232,000 | +908.7% | 4,041 | +910.2% | 0.03% | +450.0% |
Q1 2018 | $23,000 | -4.2% | 400 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $24,000 | – | 400 | – | 0.01% | – |
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% |