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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $737,875 | +3.8% | 6,184 | 0.0% | 0.13% | +4.7% |
| Q1 2024 | $710,913 | +10.1% | 6,184 | -1.4% | 0.13% | +5.0% |
| Q4 2023 | $645,554 | +9.6% | 6,273 | 0.0% | 0.12% | +1.7% |
| Q3 2023 | $589,097 | -5.8% | 6,273 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $625,669 | +0.5% | 6,273 | -8.9% | 0.12% | -7.0% |
| Q1 2023 | $622,658 | +9.9% | 6,884 | +3.0% | 0.13% | +4.9% |
| Q4 2022 | $566,554 | -11.3% | 6,685 | -17.0% | 0.12% | -14.6% |
| Q3 2022 | $639,000 | -9.1% | 8,053 | -3.9% | 0.14% | -7.1% |
| Q2 2022 | $703,000 | -17.3% | 8,382 | 0.0% | 0.16% | -6.1% |
| Q1 2022 | $850,000 | -8.0% | 8,382 | -2.1% | 0.16% | -7.3% |
| Q4 2021 | $924,000 | +9.6% | 8,563 | 0.0% | 0.18% | +5.3% |
| Q3 2021 | $843,000 | -2.3% | 8,563 | -2.2% | 0.17% | +2.4% |
| Q2 2021 | $863,000 | +7.5% | 8,760 | -0.9% | 0.16% | -1.8% |
| Q1 2021 | $803,000 | +4.4% | 8,841 | -1.1% | 0.17% | +5.0% |
| Q4 2020 | $769,000 | – | 8,943 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |