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 | $978,365 | +205.0% | 8,200 | +161.2% | 0.06% | +221.1% |
| Q1 2024 | $320,789 | +44.7% | 3,139 | +32.4% | 0.02% | +26.7% |
| Q4 2023 | $221,769 | -90.5% | 2,370 | -90.1% | 0.02% | -91.0% |
| Q2 2023 | $2,337,548 | +2.1% | 23,985 | -5.3% | 0.17% | +1.2% |
| Q1 2023 | $2,289,608 | -44.5% | 25,314 | -48.0% | 0.16% | -46.4% |
| Q4 2022 | $4,127,535 | +461.6% | 48,703 | +426.3% | 0.31% | +404.9% |
| Q3 2022 | $735,000 | -83.4% | 9,254 | -82.5% | 0.06% | -83.1% |
| Q2 2022 | $4,441,000 | -22.8% | 52,935 | -6.8% | 0.36% | -4.7% |
| Q1 2022 | $5,754,000 | +1.5% | 56,768 | +8.0% | 0.38% | +6.2% |
| Q4 2021 | $5,669,000 | +22.3% | 52,546 | +11.6% | 0.36% | +14.1% |
| Q3 2021 | $4,636,000 | -22.5% | 47,077 | -22.6% | 0.31% | -21.8% |
| Q2 2021 | $5,985,000 | +100.2% | 60,786 | +84.8% | 0.40% | +88.7% |
| Q1 2021 | $2,989,000 | +768.9% | 32,894 | +723.2% | 0.21% | +783.3% |
| Q4 2020 | $344,000 | -73.5% | 3,996 | -76.6% | 0.02% | -78.4% |
| Q3 2020 | $1,300,000 | -19.4% | 17,054 | -26.0% | 0.11% | -27.5% |
| Q2 2020 | $1,613,000 | +3.8% | 23,051 | -14.7% | 0.15% | -31.1% |
| Q1 2020 | $1,554,000 | +443.4% | 27,022 | +573.7% | 0.22% | +640.0% |
| Q4 2019 | $286,000 | -19.7% | 4,011 | -26.4% | 0.03% | -26.8% |
| Q3 2019 | $356,000 | – | 5,451 | – | 0.04% | – |
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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% |