ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $295,198 | +3.8% | 2,474 | 0.0% | 0.18% | +1.7% |
| Q1 2024 | $284,411 | +9.6% | 2,474 | 0.0% | 0.18% | +32.3% |
| Q4 2023 | $259,572 | +11.7% | 2,474 | 0.0% | 0.13% | 0.0% |
| Q3 2023 | $232,333 | -3.6% | 2,474 | 0.0% | 0.13% | +2.3% |
| Q2 2023 | $241,116 | +7.8% | 2,474 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $223,773 | +6.7% | 2,474 | 0.0% | 0.13% | -2.2% |
| Q4 2022 | $209,672 | -13.4% | 2,474 | -18.9% | 0.14% | -23.7% |
| Q3 2022 | $242,000 | -5.5% | 3,049 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $256,000 | -22.9% | 3,049 | -6.9% | 0.18% | -9.1% |
| Q1 2022 | $332,000 | -5.9% | 3,276 | 0.0% | 0.20% | +8.8% |
| Q4 2021 | $353,000 | +9.3% | 3,276 | 0.0% | 0.18% | +9.7% |
| Q3 2021 | $323,000 | -22.2% | 3,276 | -22.2% | 0.16% | -23.3% |
| Q2 2021 | $415,000 | -71.1% | 4,210 | -73.4% | 0.22% | -72.4% |
| Q1 2021 | $1,437,000 | +12.0% | 15,813 | +6.0% | 0.78% | -10.1% |
| Q4 2020 | $1,283,000 | +21.3% | 14,916 | -1.4% | 0.87% | -2.4% |
| Q3 2020 | $1,058,000 | 0.0% | 15,128 | 0.0% | 0.89% | -0.1% |
| Q2 2020 | $1,058,000 | +29.8% | 15,128 | +6.7% | 0.89% | +14.5% |
| Q1 2020 | $815,000 | – | 14,176 | – | 0.78% | – |
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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% |