ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,552,880 | -29.4% | 13,508 | -35.5% | 0.15% | -37.4% |
Q4 2023 | $2,198,179 | -34.3% | 20,951 | -41.2% | 0.24% | -40.6% |
Q3 2023 | $3,346,295 | -15.4% | 35,633 | -12.2% | 0.40% | -16.1% |
Q2 2023 | $3,955,024 | -88.7% | 40,581 | -89.5% | 0.48% | -89.1% |
Q1 2023 | $34,945,086 | -16.1% | 386,347 | -21.4% | 4.38% | -22.5% |
Q4 2022 | $41,647,930 | +3.6% | 491,421 | -2.9% | 5.65% | -3.1% |
Q3 2022 | $40,205,000 | -6.1% | 506,292 | -0.8% | 5.83% | -10.0% |
Q2 2022 | $42,823,000 | -17.8% | 510,411 | -0.7% | 6.47% | -14.0% |
Q1 2022 | $52,070,000 | +17.0% | 513,767 | +24.6% | 7.53% | +26.7% |
Q4 2021 | $44,506,000 | +9.7% | 412,474 | +0.1% | 5.94% | +6.8% |
Q3 2021 | $40,557,000 | +2.5% | 411,915 | +2.5% | 5.56% | -4.1% |
Q2 2021 | $39,561,000 | +2.2% | 401,760 | -5.7% | 5.80% | +3.4% |
Q1 2021 | $38,719,000 | +19.3% | 426,097 | +12.9% | 5.61% | +10.4% |
Q4 2020 | $32,464,000 | – | 377,355 | – | 5.09% | – |
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% |