ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 698 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $261,256 | +3.8% | 2,490 | -7.1% | 0.14% | 0.0% |
| Q3 2023 | $251,610 | -17.5% | 2,679 | -14.4% | 0.14% | -19.5% |
| Q2 2023 | $304,870 | +24.2% | 3,128 | +13.6% | 0.17% | +12.3% |
| Q1 2023 | $245,386 | +4.4% | 2,754 | -6.8% | 0.16% | -2.5% |
| Q3 2022 | $235,000 | -41.8% | 2,956 | -38.6% | 0.16% | -43.2% |
| Q2 2022 | $404,000 | -56.4% | 4,814 | -47.4% | 0.28% | -49.9% |
| Q1 2022 | $927,000 | +14.4% | 9,144 | +21.8% | 0.56% | +5.9% |
| Q4 2021 | $810,000 | – | 7,507 | – | 0.53% | – |
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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% |