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 | $24,395,948 | +13.5% | 204,458 | +9.3% | 1.04% | +8.9% |
| Q1 2024 | $21,503,516 | +11.7% | 187,052 | +1.9% | 0.95% | +5.1% |
| Q4 2023 | $19,255,695 | +17.6% | 183,527 | +5.3% | 0.91% | +16.0% |
| Q3 2023 | $16,369,700 | +2.6% | 174,313 | +6.5% | 0.78% | +8.2% |
| Q2 2023 | $15,953,804 | +14.1% | 163,696 | +5.9% | 0.72% | -50.9% |
| Q1 2023 | $13,981,120 | +66.0% | 154,573 | +55.5% | 1.47% | +48.2% |
| Q4 2022 | $8,421,979 | +13.7% | 99,374 | +6.6% | 0.99% | -0.8% |
| Q3 2022 | $7,405,000 | -8.9% | 93,244 | -3.7% | 1.00% | -8.2% |
| Q2 2022 | $8,126,000 | +3.3% | 96,848 | +32.8% | 1.09% | +32.8% |
| Q4 2021 | $7,868,000 | – | 72,915 | – | 0.82% | – |
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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% |