ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $44,734 | +7.7% | 459 | 0.0% | 0.02% | +41.2% |
Q1 2023 | $41,517 | +6.7% | 459 | 0.0% | 0.02% | -10.5% |
Q4 2022 | $38,900 | +8.1% | 459 | 0.0% | 0.02% | +11.8% |
Q3 2022 | $36,000 | -7.7% | 459 | 0.0% | 0.02% | -5.6% |
Q2 2022 | $39,000 | -58.5% | 459 | -50.0% | 0.02% | -5.3% |
Q1 2022 | $94,000 | +88.0% | 918 | +100.0% | 0.02% | -13.6% |
Q4 2021 | $50,000 | – | 459 | – | 0.02% | – |
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% |