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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,274 | +3.8% | 480 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $55,181 | +9.6% | 480 | 0.0% | 0.01% | +9.1% |
| Q4 2023 | $50,362 | +11.7% | 480 | 0.0% | 0.01% | -15.4% |
| Q3 2023 | $45,077 | -26.1% | 480 | -23.3% | 0.01% | -18.8% |
| Q2 2023 | $61,010 | +7.7% | 626 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $56,622 | +6.7% | 626 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $53,054 | +6.1% | 626 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $50,000 | -5.7% | 626 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $53,000 | -41.1% | 626 | -29.6% | 0.02% | -39.3% |
| Q1 2022 | $90,000 | -6.2% | 889 | 0.0% | 0.03% | -9.7% |
| Q4 2021 | $96,000 | – | 889 | – | 0.03% | – |
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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% |