ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 693 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,570,764 | +6.5% | 323,255 | +2.6% | 3.71% | +3.2% |
| Q1 2024 | $36,202,056 | +9.3% | 314,910 | -0.2% | 3.59% | +1.8% |
| Q4 2023 | $33,117,241 | +15.5% | 315,643 | +3.4% | 3.53% | +5.2% |
| Q3 2023 | $28,674,298 | -0.9% | 305,338 | +2.8% | 3.35% | +1.4% |
| Q2 2023 | $28,944,491 | +12.7% | 296,988 | +4.6% | 3.31% | +9.0% |
| Q1 2023 | $25,679,102 | +4.8% | 283,904 | -1.8% | 3.03% | -1.3% |
| Q4 2022 | $24,492,777 | +12.7% | 289,000 | +5.6% | 3.07% | +4.4% |
| Q3 2022 | $21,724,000 | +0.8% | 273,564 | +6.5% | 2.94% | +4.9% |
| Q2 2022 | $21,559,000 | -10.8% | 256,963 | +7.8% | 2.81% | +0.9% |
| Q1 2022 | $24,167,000 | +3.5% | 238,447 | +10.2% | 2.78% | +5.6% |
| Q4 2021 | $23,348,000 | +16.7% | 216,385 | +6.5% | 2.63% | +4.7% |
| Q3 2021 | $20,006,000 | +16.8% | 203,191 | +16.8% | 2.52% | +6.2% |
| Q2 2021 | $17,129,000 | +34.5% | 173,949 | +24.1% | 2.37% | +11.8% |
| Q1 2021 | $12,733,000 | +48.0% | 140,119 | +40.1% | 2.12% | +19.1% |
| Q4 2020 | $8,602,000 | +68.3% | 99,984 | +49.1% | 1.78% | +30.6% |
| Q3 2020 | $5,112,000 | +77.9% | 67,077 | +63.4% | 1.36% | +53.2% |
| Q2 2020 | $2,874,000 | +62.0% | 41,059 | +33.1% | 0.89% | +33.5% |
| Q1 2020 | $1,774,000 | +174.6% | 30,850 | +240.6% | 0.67% | +173.0% |
| Q4 2019 | $646,000 | – | 9,058 | – | 0.24% | – |
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% |