ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,670,415 | +3.0% | 131,331 | -0.8% | 11.95% | +0.1% |
| Q1 2024 | $15,218,175 | +10.1% | 132,378 | +0.5% | 11.93% | +3.9% |
| Q4 2023 | $13,818,698 | +13.9% | 131,707 | +2.0% | 11.48% | +1.2% |
| Q3 2023 | $12,129,322 | -2.5% | 129,159 | +1.2% | 11.35% | +0.5% |
| Q2 2023 | $12,436,676 | +8.9% | 127,608 | +1.1% | 11.28% | -0.4% |
| Q1 2023 | $11,420,941 | +7.7% | 126,268 | +0.9% | 11.33% | -1.3% |
| Q4 2022 | $10,608,497 | -17.6% | 125,174 | -22.8% | 11.48% | -19.9% |
| Q3 2022 | $12,882,000 | -8.6% | 162,219 | -3.5% | 14.32% | -5.2% |
| Q2 2022 | $14,100,000 | -15.4% | 168,059 | +2.2% | 15.11% | +0.7% |
| Q1 2022 | $16,669,000 | +2.3% | 164,467 | +8.9% | 15.00% | +6.8% |
| Q4 2021 | $16,296,000 | – | 151,030 | – | 14.04% | – |
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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% |