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% | – |
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% |