ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $309,427 | -97.1% | 2,590 | -97.2% | 0.06% | -97.5% |
| Q1 2024 | $10,690,398 | +8.7% | 92,981 | -0.8% | 2.54% | -0.4% |
| Q4 2023 | $9,831,628 | +5.1% | 93,698 | -6.0% | 2.55% | -6.4% |
| Q3 2023 | $9,356,433 | -6.6% | 99,636 | -3.0% | 2.72% | -4.7% |
| Q2 2023 | $10,012,616 | +1.5% | 102,738 | -5.8% | 2.86% | -5.8% |
| Q1 2023 | $9,867,413 | -66.0% | 109,092 | -68.2% | 3.03% | -65.5% |
| Q4 2022 | $29,037,323 | +3.7% | 342,615 | -2.8% | 8.80% | -3.1% |
| Q3 2022 | $27,995,000 | -5.8% | 352,404 | -0.5% | 9.08% | -7.5% |
| Q2 2022 | $29,714,000 | -17.6% | 354,168 | -0.4% | 9.81% | -4.7% |
| Q1 2022 | $36,047,000 | -4.1% | 355,671 | +2.1% | 10.30% | -4.9% |
| Q4 2021 | $37,574,000 | +33.4% | 348,233 | +21.7% | 10.83% | +26.0% |
| Q3 2021 | $28,164,000 | +9.9% | 286,049 | +9.9% | 8.59% | +2.3% |
| Q2 2021 | $25,619,000 | +6.8% | 260,179 | -1.5% | 8.40% | -1.3% |
| Q1 2021 | $23,995,000 | -5.2% | 264,069 | -10.3% | 8.51% | -14.3% |
| Q4 2020 | $25,313,000 | +46.0% | 294,237 | +29.4% | 9.93% | +28.2% |
| Q3 2020 | $17,333,000 | +8.9% | 227,429 | +0.0% | 7.74% | -4.3% |
| Q2 2020 | $15,913,000 | +124.1% | 227,361 | +84.6% | 8.09% | +81.3% |
| Q1 2020 | $7,100,000 | – | 123,157 | – | 4.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |