ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $870,219 | -19.3% | 9,621 | -24.4% | 0.55% | -22.4% |
Q4 2022 | $1,079,000 | -0.2% | 12,729 | -6.5% | 0.70% | -10.2% |
Q3 2022 | $1,081,000 | -9.6% | 13,619 | -4.5% | 0.78% | -2.6% |
Q2 2022 | $1,196,000 | -19.0% | 14,259 | -2.2% | 0.80% | -4.3% |
Q1 2022 | $1,477,000 | -34.0% | 14,573 | -29.7% | 0.84% | -30.8% |
Q4 2021 | $2,238,000 | +10.8% | 20,737 | +1.2% | 1.22% | +0.8% |
Q3 2021 | $2,019,000 | -3.0% | 20,501 | -3.0% | 1.21% | -4.4% |
Q2 2021 | $2,082,000 | +6.4% | 21,140 | -1.9% | 1.26% | -2.2% |
Q1 2021 | $1,957,000 | -4.8% | 21,540 | -9.9% | 1.29% | -12.5% |
Q4 2020 | $2,056,000 | +55.4% | 23,900 | +37.7% | 1.48% | +39.7% |
Q3 2020 | $1,323,000 | -1.3% | 17,354 | -9.4% | 1.06% | -10.5% |
Q2 2020 | $1,341,000 | +144.3% | 19,164 | +100.5% | 1.18% | +112.6% |
Q1 2020 | $549,000 | – | 9,558 | – | 0.56% | – |
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% |