ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,083,341 | +7.2% | 17,636 | +0.7% | 1.13% | -3.6% |
| Q1 2024 | $1,942,927 | +27.6% | 17,507 | +22.9% | 1.17% | +21.0% |
| Q4 2023 | $1,522,791 | +343.6% | 14,249 | +275.1% | 0.96% | +266.9% |
| Q3 2023 | $343,316 | +63.4% | 3,799 | +80.2% | 0.26% | +62.3% |
| Q2 2023 | $210,104 | -0.9% | 2,108 | -8.4% | 0.16% | -25.7% |
| Q2 2022 | $212,000 | -1.9% | 2,302 | +7.6% | 0.22% | -1.8% |
| Q4 2021 | $216,000 | – | 2,140 | – | 0.22% | – |
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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% |