ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 724 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |