ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,347,197 | +4.3% | 53,195 | +0.5% | 0.30% | +7.4% |
| Q1 2024 | $6,086,643 | +67.3% | 52,946 | +52.7% | 0.28% | +55.2% |
| Q4 2023 | $3,638,389 | +12.6% | 34,678 | +0.7% | 0.18% | -4.7% |
| Q3 2023 | $3,232,000 | +96233.8% | 34,420 | 0.0% | 0.19% | +3.8% |
| Q2 2023 | $3,355 | +14.0% | 34,420 | +5.8% | 0.18% | +1.6% |
| Q1 2023 | $2,943 | +7.3% | 32,536 | +0.5% | 0.18% | +0.6% |
| Q4 2022 | $2,743 | -99.9% | 32,362 | -29.6% | 0.18% | -31.7% |
| Q3 2022 | $3,651,000 | -1.6% | 45,975 | +4.0% | 0.26% | +0.4% |
| Q2 2022 | $3,710,000 | -10.8% | 44,223 | +7.8% | 0.26% | -0.4% |
| Q1 2022 | $4,158,000 | +1.3% | 41,027 | +7.8% | 0.26% | +2.3% |
| Q4 2021 | $4,105,000 | +9.9% | 38,044 | +0.3% | 0.26% | -35.2% |
| Q3 2021 | $3,735,000 | -3.2% | 37,932 | +0.3% | 0.40% | +40.4% |
| Q2 2021 | $3,860,000 | – | 37,812 | – | 0.28% | – |
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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% |