ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $629,583 | +2.9% | 5,276 | -0.9% | 0.05% | -2.1% |
| Q1 2024 | $612,084 | +11.3% | 5,324 | +1.5% | 0.05% | +20.0% |
| Q4 2023 | $550,108 | +77.9% | 5,243 | +59.2% | 0.04% | +53.8% |
| Q3 2023 | $309,294 | -59.5% | 3,294 | -58.0% | 0.03% | -60.0% |
| Q2 2023 | $764,050 | +6.1% | 7,840 | -1.6% | 0.06% | -3.0% |
| Q1 2023 | $720,337 | -33.3% | 7,964 | -37.5% | 0.07% | -39.1% |
| Q4 2022 | $1,079,385 | -63.1% | 12,736 | -64.9% | 0.11% | -34.5% |
| Q3 2022 | $2,927,000 | -11.7% | 36,321 | -7.5% | 0.17% | -11.6% |
| Q2 2022 | $3,316,000 | -15.7% | 39,249 | +1.1% | 0.19% | -0.5% |
| Q1 2022 | $3,935,000 | +28.1% | 38,825 | +36.3% | 0.19% | -37.0% |
| Q4 2021 | $3,071,000 | +68.0% | 28,482 | +53.6% | 0.30% | +61.2% |
| Q2 2021 | $1,828,000 | +528.2% | 18,548 | +478.7% | 0.19% | +382.1% |
| Q1 2021 | $291,000 | -70.1% | 3,205 | -74.9% | 0.04% | -75.5% |
| Q3 2020 | $972,000 | +16.4% | 12,757 | +6.9% | 0.16% | +5.3% |
| Q2 2020 | $835,000 | – | 11,936 | – | 0.15% | – |
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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% |