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 | $255,892 | +18.1% | 2,145 | +13.9% | 0.02% | 0.0% |
| Q1 2024 | $216,642 | -29.1% | 1,884 | -35.3% | 0.02% | -34.6% |
| Q4 2023 | $305,389 | +39.7% | 2,911 | +25.1% | 0.03% | +23.8% |
| Q3 2023 | $218,529 | -16.7% | 2,327 | -24.9% | 0.02% | -40.0% |
| Q4 2022 | $262,474 | -5.2% | 3,097 | -11.1% | 0.04% | -16.7% |
| Q3 2022 | $277,000 | +24.2% | 3,482 | +30.8% | 0.04% | +27.3% |
| Q2 2022 | $223,000 | +37.7% | 2,663 | +61.2% | 0.03% | +43.5% |
| Q3 2021 | $162,000 | +30.6% | 1,652 | +31.0% | 0.02% | +53.3% |
| Q2 2021 | $124,000 | +103.3% | 1,261 | +86.8% | 0.02% | +50.0% |
| Q1 2021 | $61,000 | +5.2% | 675 | -0.4% | 0.01% | -16.7% |
| Q4 2020 | $58,000 | -99.9% | 678 | +6.9% | 0.01% | -52.0% |
| Q3 2020 | $50,288,000 | +125.6% | 634 | +105.8% | 0.02% | +108.3% |
| Q2 2020 | $22,293,000 | +128.1% | 308 | +81.2% | 0.01% | +100.0% |
| Q1 2020 | $9,773,000 | -12.2% | 170 | +14.9% | 0.01% | -14.3% |
| Q4 2019 | $11,134,000 | – | 148 | – | 0.01% | – |
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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% |