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 | $200,001 | -61.4% | 1,676 | -62.8% | 0.09% | -61.8% |
| Q1 2024 | $518,375 | -90.1% | 4,509 | -90.9% | 0.23% | -90.6% |
| Q4 2023 | $5,211,605 | +13.3% | 49,672 | +1.4% | 2.48% | +2.9% |
| Q3 2023 | $4,599,900 | -26.3% | 48,982 | -23.5% | 2.42% | -26.0% |
| Q2 2023 | $6,241,826 | -13.9% | 64,045 | -20.1% | 3.26% | -19.3% |
| Q1 2023 | $7,252,437 | -47.7% | 80,182 | -51.0% | 4.04% | -51.8% |
| Q4 2022 | $13,877,366 | -1.9% | 163,745 | -8.1% | 8.39% | -9.1% |
| Q3 2022 | $14,152,000 | -40.3% | 178,215 | -23.8% | 9.23% | -28.8% |
| Q1 2022 | $23,712,000 | -1.2% | 233,966 | +5.2% | 12.96% | +1.6% |
| Q4 2021 | $23,995,000 | +14.9% | 222,382 | +4.9% | 12.75% | +5.2% |
| Q3 2021 | $20,881,000 | +15.3% | 212,075 | +15.3% | 12.12% | +13.7% |
| Q2 2021 | $18,110,000 | +17.9% | 183,910 | +8.8% | 10.66% | +1.5% |
| Q1 2021 | $15,364,000 | +9.9% | 169,072 | +5.2% | 10.51% | +2.8% |
| Q4 2020 | $13,974,000 | – | 160,734 | – | 10.22% | – |
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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% |