ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $573 | -83.4% | 4,806 | -84.0% | 0.03% | -79.0% |
| Q1 2024 | $3,459 | +373.2% | 30,088 | +331.7% | 0.14% | +193.6% |
| Q4 2023 | $731 | +14.6% | 6,969 | +2.6% | 0.05% | +2.2% |
| Q3 2023 | $638 | -98.4% | 6,792 | -98.6% | 0.05% | -95.5% |
| Q2 2023 | $41,087 | +1145.8% | 479,332 | +1214.3% | 1.02% | +528.8% |
| Q1 2023 | $3,298 | -93.7% | 36,470 | -94.1% | 0.16% | -94.4% |
| Q4 2022 | $52,428 | -99.9% | 618,620 | -18.9% | 2.89% | -20.7% |
| Q3 2022 | $60,607,000 | -4.3% | 763,221 | +1.1% | 3.64% | +6.2% |
| Q2 2022 | $63,317,000 | -10.0% | 754,671 | +8.8% | 3.43% | -5.9% |
| Q1 2022 | $70,331,000 | +8.4% | 693,947 | +15.4% | 3.64% | +13.7% |
| Q4 2021 | $64,910,000 | +42.4% | 601,578 | +30.3% | 3.20% | +19.6% |
| Q3 2021 | $45,597,000 | +24.0% | 461,564 | +23.6% | 2.68% | +17.9% |
| Q2 2021 | $36,774,000 | +1149.5% | 373,445 | +1053.1% | 2.27% | +918.4% |
| Q1 2021 | $2,943,000 | +380.9% | 32,387 | +355.1% | 0.22% | +337.3% |
| Q4 2020 | $612,000 | – | 7,116 | – | 0.05% | – |
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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% |