ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 660 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $631,494 | -67.9% | 5,292 | -69.1% | 0.50% | -70.3% |
| Q1 2024 | $1,967,981 | -29.9% | 17,119 | -36.0% | 1.70% | -40.4% |
| Q4 2023 | $2,805,610 | +12.1% | 26,740 | +0.3% | 2.86% | +5.5% |
| Q3 2023 | $2,503,564 | -25.2% | 26,659 | -22.4% | 2.71% | -13.7% |
| Q2 2023 | $3,348,230 | -40.3% | 34,355 | -44.6% | 3.14% | -43.7% |
| Q1 2023 | $5,605,887 | -7.0% | 61,978 | -12.9% | 5.57% | -19.7% |
| Q4 2022 | $6,029,329 | -6.2% | 71,143 | -12.1% | 6.94% | -0.2% |
| Q3 2022 | $6,430,000 | +3.2% | 80,968 | +9.0% | 6.96% | +10.3% |
| Q2 2022 | $6,230,000 | -15.5% | 74,256 | +2.1% | 6.30% | -3.6% |
| Q1 2022 | $7,371,000 | -0.8% | 72,732 | +5.6% | 6.54% | +1.9% |
| Q4 2021 | $7,434,000 | +3.6% | 68,895 | -5.5% | 6.42% | -7.0% |
| Q3 2021 | $7,179,000 | +55.6% | 72,908 | +55.6% | 6.91% | +53.0% |
| Q2 2021 | $4,613,000 | +7.7% | 46,845 | -0.6% | 4.52% | -1.2% |
| Q1 2021 | $4,283,000 | -36.5% | 47,134 | -39.8% | 4.57% | -20.6% |
| Q4 2020 | $6,741,000 | +132.8% | 78,352 | +106.3% | 5.76% | +106.8% |
| Q3 2020 | $2,895,000 | +26.4% | 37,987 | +16.1% | 2.78% | +17.3% |
| Q2 2020 | $2,290,000 | +25.0% | 32,718 | +2.7% | 2.38% | +8.0% |
| Q1 2020 | $1,832,000 | – | 31,873 | – | 2.20% | – |
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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% |