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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,761 | -43.4% | 8,510 | -42.5% | 0.32% | -39.6% |
| Q2 2023 | $1,453,932 | -20.1% | 14,810 | -25.5% | 0.54% | -25.8% |
| Q1 2023 | $1,818,598 | -59.3% | 19,869 | -60.7% | 0.72% | -69.4% |
| Q4 2022 | $4,467,873 | -5.8% | 50,587 | -8.9% | 2.35% | -11.6% |
| Q3 2022 | $4,743,000 | -13.8% | 55,527 | -6.5% | 2.66% | -8.5% |
| Q2 2022 | $5,500,000 | -4.7% | 59,405 | -4.7% | 2.91% | -9.6% |
| Q1 2022 | $5,773,000 | -1.5% | 62,305 | +7.9% | 3.22% | -41.4% |
| Q4 2021 | $5,858,000 | +6.0% | 57,757 | +12.4% | 5.50% | +8.6% |
| Q3 2021 | $5,524,000 | -60.6% | 51,400 | -63.1% | 5.06% | +65.0% |
| Q2 2021 | $14,037,000 | +57.1% | 139,122 | +49.9% | 3.07% | +16.0% |
| Q1 2021 | $8,936,000 | -28.7% | 92,820 | -36.0% | 2.64% | -30.8% |
| Q4 2020 | $12,535,000 | +14.3% | 145,135 | +2.8% | 3.82% | -14.8% |
| Q3 2020 | $10,970,000 | – | 141,142 | – | 4.48% | – |
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% |