ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,137,909 | -14.8% | 39,203 | -9.1% | 0.35% | -16.4% |
| Q1 2024 | $2,510,477 | -27.2% | 43,117 | -20.3% | 0.42% | -11.8% |
| Q4 2023 | $3,446,159 | +25.4% | 54,107 | +7.1% | 0.48% | +15.8% |
| Q3 2023 | $2,748,612 | -57.0% | 50,506 | -41.8% | 0.41% | -50.3% |
| Q2 2023 | $6,385,019 | -5.1% | 86,760 | -9.3% | 0.83% | -6.4% |
| Q1 2023 | $6,728,636 | -41.8% | 95,619 | -39.3% | 0.88% | -44.9% |
| Q4 2022 | $11,563,695 | +34.6% | 157,657 | +21.9% | 1.60% | +16.0% |
| Q3 2022 | $8,589,000 | +46.0% | 129,356 | +41.7% | 1.38% | +53.6% |
| Q2 2022 | $5,882,000 | +73.0% | 91,318 | +66.6% | 0.90% | +96.7% |
| Q1 2022 | $3,400,000 | +178.0% | 54,806 | +68.1% | 0.46% | +182.7% |
| Q4 2021 | $1,223,000 | +80.6% | 32,605 | +398.5% | 0.16% | +78.0% |
| Q3 2021 | $677,000 | – | 6,540 | – | 0.09% | – |
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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% |