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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $95,694 | -3.6% | 1,019 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $99,312 | +2.4% | 1,019 | -4.9% | 0.04% | -2.2% |
Q1 2023 | $96,962 | -98.3% | 1,072 | -98.4% | 0.04% | -98.4% |
Q4 2022 | $5,716,886 | -48.4% | 67,453 | -51.7% | 2.75% | -53.3% |
Q3 2022 | $11,085,000 | -1.5% | 139,569 | +4.0% | 5.89% | +2.6% |
Q2 2022 | $11,259,000 | +1.1% | 134,183 | +22.1% | 5.74% | +12.3% |
Q1 2022 | $11,142,000 | +4.7% | 109,913 | +11.4% | 5.11% | +3.0% |
Q4 2021 | $10,642,000 | +16.6% | 98,622 | +6.4% | 4.96% | +3.8% |
Q3 2021 | $9,128,000 | +9.5% | 92,705 | +9.5% | 4.78% | +9.0% |
Q2 2021 | $8,337,000 | +22.8% | 84,669 | +13.3% | 4.38% | +10.1% |
Q1 2021 | $6,791,000 | – | 74,731 | – | 3.98% | – |
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% |