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 | $314,251 | +1.9% | 2,634 | -1.9% | 0.02% | +4.2% |
Q1 2024 | $308,508 | +10.0% | 2,684 | +0.4% | 0.02% | 0.0% |
Q4 2023 | $280,391 | +11.9% | 2,672 | +0.1% | 0.02% | +4.3% |
Q3 2023 | $250,570 | -23.0% | 2,668 | -20.1% | 0.02% | -14.8% |
Q2 2023 | $325,368 | +8.3% | 3,338 | +0.5% | 0.03% | +3.8% |
Q1 2023 | $300,381 | +1.1% | 3,321 | +0.7% | 0.03% | 0.0% |
Q4 2022 | $297,218 | +14.8% | 3,299 | +0.9% | 0.03% | -3.7% |
Q3 2022 | $259,000 | -5.8% | 3,270 | -0.5% | 0.03% | 0.0% |
Q2 2022 | $275,000 | -13.8% | 3,288 | +4.3% | 0.03% | -3.6% |
Q1 2022 | $319,000 | +40.5% | 3,152 | +49.7% | 0.03% | +47.4% |
Q4 2021 | $227,000 | +7.6% | 2,105 | -2.0% | 0.02% | 0.0% |
Q3 2021 | $211,000 | -4.1% | 2,148 | -4.1% | 0.02% | -5.0% |
Q2 2021 | $220,000 | -99.5% | 2,239 | +256.0% | 0.02% | +233.3% |
Q2 2020 | $44,074,000 | – | 629 | – | 0.01% | – |
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% |