ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 656 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,420 | +6.6% | 4,504 | +2.7% | 0.09% | +1.1% |
| Q1 2024 | $504,234 | +10.1% | 4,386 | +0.5% | 0.09% | -1.1% |
| Q4 2023 | $457,900 | +13.4% | 4,364 | +1.5% | 0.09% | -5.4% |
| Q3 2023 | $403,784 | -3.6% | 4,300 | 0.0% | 0.09% | -7.0% |
| Q2 2023 | $419,047 | +8.1% | 4,300 | +0.3% | 0.10% | +6.4% |
| Q1 2023 | $387,707 | +7.3% | 4,286 | +0.5% | 0.09% | -1.1% |
| Q4 2022 | $361,388 | +7.2% | 4,264 | +0.5% | 0.10% | -12.8% |
| Q3 2022 | $337,000 | -5.3% | 4,244 | 0.0% | 0.11% | -9.9% |
| Q2 2022 | $356,000 | -17.2% | 4,244 | +0.0% | 0.12% | -4.7% |
| Q1 2022 | $430,000 | -5.5% | 4,242 | +0.5% | 0.13% | -6.6% |
| Q4 2021 | $455,000 | +9.9% | 4,219 | +0.4% | 0.14% | -12.3% |
| Q3 2021 | $414,000 | 0.0% | 4,204 | 0.0% | 0.16% | -4.3% |
| Q2 2021 | $414,000 | +8.7% | 4,204 | +0.3% | 0.16% | -5.3% |
| Q1 2021 | $381,000 | +5.8% | 4,192 | +0.0% | 0.17% | -10.0% |
| Q4 2020 | $360,000 | +13.2% | 4,190 | +0.4% | 0.19% | -7.8% |
| Q3 2020 | $318,000 | – | 4,175 | – | 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% |