ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $450,753 | +72.0% | 3,921 | +57.0% | 0.14% | +32.4% |
Q4 2023 | $262,119 | +12.0% | 2,498 | +0.2% | 0.10% | 0.0% |
Q3 2023 | $234,118 | -34.0% | 2,493 | -31.5% | 0.10% | -27.1% |
Q2 2023 | $354,754 | +55.7% | 3,640 | +44.6% | 0.14% | +22.8% |
Q1 2023 | $227,805 | +4.6% | 2,518 | -2.0% | 0.11% | +14.0% |
Q4 2022 | $217,808 | +3.2% | 2,570 | -3.1% | 0.10% | -6.5% |
Q3 2022 | $211,000 | -8.7% | 2,653 | -3.6% | 0.11% | -8.5% |
Q2 2022 | $231,000 | -22.7% | 2,752 | -6.8% | 0.12% | -12.0% |
Q1 2022 | $299,000 | -5.7% | 2,953 | +0.4% | 0.13% | +3.9% |
Q4 2021 | $317,000 | +59.3% | 2,940 | +45.6% | 0.13% | +37.6% |
Q3 2021 | $199,000 | +95.1% | 2,019 | +93.6% | 0.09% | +102.2% |
Q2 2021 | $102,000 | -9.7% | 1,043 | -14.0% | 0.05% | -17.9% |
Q1 2021 | $113,000 | -66.0% | 1,213 | -68.6% | 0.06% | -70.2% |
Q4 2020 | $332,000 | +295.2% | 3,863 | +251.2% | 0.19% | +276.0% |
Q3 2020 | $84,000 | – | 1,100 | – | 0.05% | – |
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% |