ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $963,628 | -4.4% | 8,076 | -7.9% | 0.46% | -7.3% |
| Q1 2024 | $1,008,199 | -2.1% | 8,770 | -10.6% | 0.50% | -11.0% |
| Q4 2023 | $1,029,790 | +3.4% | 9,815 | -7.5% | 0.56% | -2.6% |
| Q3 2023 | $996,009 | -2.0% | 10,606 | +1.7% | 0.57% | +3.1% |
| Q2 2023 | $1,016,215 | +9.2% | 10,427 | +1.4% | 0.56% | +3.5% |
| Q1 2023 | $930,459 | +0.6% | 10,287 | -5.7% | 0.54% | -0.2% |
| Q4 2022 | $924,623 | +13.7% | 10,910 | +6.6% | 0.54% | +10.7% |
| Q3 2022 | $813,000 | -1.7% | 10,232 | +3.8% | 0.48% | +6.6% |
| Q2 2022 | $827,000 | -25.0% | 9,862 | -9.3% | 0.46% | -11.7% |
| Q1 2022 | $1,102,000 | +6.1% | 10,872 | +12.9% | 0.52% | +9.1% |
| Q4 2021 | $1,039,000 | +0.3% | 9,627 | -8.5% | 0.47% | -7.5% |
| Q3 2021 | $1,036,000 | +43.3% | 10,519 | +43.2% | 0.51% | +45.3% |
| Q2 2021 | $723,000 | +8.2% | 7,346 | 0.0% | 0.35% | +3.5% |
| Q1 2021 | $668,000 | +24.6% | 7,346 | +17.8% | 0.34% | +19.4% |
| Q4 2020 | $536,000 | +14.3% | 6,236 | +1.3% | 0.28% | +2.2% |
| Q3 2020 | $469,000 | +30.6% | 6,159 | +20.1% | 0.28% | +19.3% |
| Q2 2020 | $359,000 | +23.8% | 5,128 | +1.6% | 0.23% | +6.9% |
| Q1 2020 | $290,000 | -14.5% | 5,048 | +6.3% | 0.22% | +9.5% |
| Q4 2019 | $339,000 | +10.8% | 4,748 | +1.4% | 0.20% | +2.6% |
| Q3 2019 | $306,000 | -8.9% | 4,683 | -10.2% | 0.19% | -13.8% |
| Q2 2019 | $336,000 | +13.1% | 5,213 | +8.9% | 0.22% | +9.2% |
| Q1 2019 | $297,000 | – | 4,786 | – | 0.21% | – |
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% |