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 | $6,290,800 | -26.5% | 52,971 | -31.3% | 2.32% | -31.7% |
| Q1 2024 | $8,563,409 | -14.8% | 77,134 | -17.0% | 3.39% | -15.0% |
| Q4 2023 | $10,050,245 | +7.7% | 92,903 | -7.0% | 3.99% | -7.9% |
| Q3 2023 | $9,333,192 | -34.7% | 99,874 | -31.9% | 4.33% | -30.6% |
| Q2 2023 | $14,298,923 | +4.4% | 146,716 | -2.0% | 6.24% | +1.3% |
| Q1 2023 | $13,696,791 | -43.1% | 149,643 | -43.5% | 6.16% | -43.8% |
| Q4 2022 | $24,081,293 | +0.3% | 264,775 | -11.8% | 10.96% | -10.7% |
| Q3 2022 | $24,004,000 | -4.7% | 300,165 | +4.9% | 12.27% | +2.1% |
| Q2 2022 | $25,196,000 | -2.5% | 286,025 | +5.3% | 12.03% | +3.3% |
| Q1 2022 | $25,841,000 | -1.5% | 271,671 | +8.5% | 11.65% | +5.8% |
| Q4 2021 | $26,242,000 | +1.8% | 250,301 | +1.4% | 11.00% | -0.6% |
| Q3 2021 | $25,770,000 | – | 246,748 | – | 11.07% | – |
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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% |