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 | $7,159 | -4.3% | 60,000 | -7.8% | 0.58% | -53.8% |
| Q1 2024 | $7,481 | -34.7% | 65,078 | -40.4% | 1.26% | -39.0% |
| Q4 2023 | $11,459 | +8.3% | 109,221 | -3.0% | 2.06% | +22.4% |
| Q3 2023 | $10,579 | -55.4% | 112,655 | -53.7% | 1.69% | -44.4% |
| Q2 2023 | $23,728 | +2.1% | 243,463 | -5.3% | 3.03% | -28.3% |
| Q1 2023 | $23,251 | -46.6% | 257,057 | -50.0% | 4.23% | -57.2% |
| Q4 2022 | $43,537 | -99.9% | 513,708 | -98.9% | 9.88% | -11.1% |
| Q3 2022 | $48,343,000 | -4.1% | 48,343,618 | +7946.3% | 11.12% | +44.1% |
| Q2 2022 | $50,409,000 | +7850.9% | 600,817 | -99.1% | 7.71% | +179.6% |
| Q1 2022 | $634,000 | -98.9% | 64,302,718 | +10978.8% | 2.76% | -65.1% |
| Q4 2021 | $58,851,000 | +26.2% | 580,410 | +22.6% | 7.90% | +23.7% |
| Q3 2021 | $46,618,000 | +3.0% | 473,594 | -10.0% | 6.39% | -11.4% |
| Q4 2020 | $45,274,000 | – | 526,253 | – | 7.21% | – |
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% |