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 | $600,657 | +43.9% | 5,034 | +38.7% | 0.01% | +40.0% |
| Q1 2024 | $417,305 | +9.7% | 3,630 | +0.1% | 0.01% | -9.1% |
| Q4 2023 | $380,545 | +6.0% | 3,627 | -5.1% | 0.01% | -15.4% |
| Q3 2023 | $358,924 | -4.2% | 3,822 | -0.6% | 0.01% | -13.3% |
| Q2 2023 | $374,831 | -2.3% | 3,846 | -9.4% | 0.02% | -6.2% |
| Q1 2023 | $383,779 | +6.1% | 4,243 | -0.6% | 0.02% | 0.0% |
| Q4 2022 | $361,883 | -9.3% | 4,270 | -15.0% | 0.02% | -15.8% |
| Q3 2022 | $399,000 | -16.4% | 5,021 | -11.7% | 0.02% | -17.4% |
| Q2 2022 | $477,000 | -26.6% | 5,685 | -11.3% | 0.02% | -20.7% |
| Q1 2022 | $649,755 | +12.0% | 6,411 | +19.3% | 0.03% | +20.8% |
| Q4 2021 | $580,000 | +18.4% | 5,374 | +8.0% | 0.02% | +4.3% |
| Q3 2021 | $490,000 | +3.4% | 4,978 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $474,000 | +8.2% | 4,789 | +0.5% | 0.02% | -8.0% |
| Q1 2021 | $438,000 | +3.5% | 4,766 | -3.0% | 0.02% | -19.4% |
| Q4 2020 | $423,000 | -5.6% | 4,913 | -16.3% | 0.03% | -22.5% |
| Q3 2020 | $448,000 | +10.9% | 5,872 | +1.7% | 0.04% | 0.0% |
| Q2 2020 | $404,000 | – | 5,776 | – | 0.04% | – |
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% |