ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 656 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,724,079 | +1.4% | 39,592 | -2.3% | 1.47% | -2.9% |
| Q1 2024 | $4,658,265 | +5.8% | 40,521 | -3.5% | 1.51% | +0.3% |
| Q4 2023 | $4,403,485 | -1.0% | 41,970 | -11.4% | 1.51% | -10.7% |
| Q3 2023 | $4,446,653 | -26.0% | 47,350 | -23.2% | 1.69% | -24.8% |
| Q2 2023 | $6,007,757 | -38.8% | 61,643 | -43.2% | 2.24% | -44.1% |
| Q1 2023 | $9,819,445 | -3.0% | 108,562 | -9.1% | 4.02% | -9.0% |
| Q4 2022 | $10,121,347 | -2.6% | 119,426 | -8.7% | 4.42% | -10.0% |
| Q3 2022 | $10,392,000 | -4.0% | 130,870 | +1.4% | 4.91% | +1.3% |
| Q2 2022 | $10,825,000 | -12.9% | 129,023 | +5.2% | 4.84% | -1.8% |
| Q1 2022 | $12,433,000 | -13.4% | 122,674 | -7.8% | 4.93% | -15.4% |
| Q4 2021 | $14,354,000 | – | 133,027 | – | 5.82% | – |
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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% |