ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 722 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,597,188 | +0.4% | 21,767 | -3.3% | 2.33% | -6.7% |
| Q1 2024 | $2,587,280 | +13.3% | 22,506 | +3.4% | 2.50% | +1.8% |
| Q4 2023 | $2,284,080 | +5.9% | 21,770 | -5.2% | 2.46% | -6.8% |
| Q3 2023 | $2,155,980 | -1.5% | 22,958 | +2.2% | 2.63% | +5.1% |
| Q2 2023 | $2,189,749 | +12.9% | 22,468 | +4.8% | 2.51% | +3.7% |
| Q1 2023 | $1,939,005 | +14.9% | 21,437 | +7.7% | 2.42% | +4.1% |
| Q4 2022 | $1,687,348 | +8.6% | 19,910 | +1.7% | 2.32% | +2.3% |
| Q3 2022 | $1,554,000 | +6.4% | 19,574 | +12.4% | 2.27% | +13.4% |
| Q2 2022 | $1,461,000 | +5.0% | 17,419 | +26.9% | 2.00% | +22.9% |
| Q1 2022 | $1,391,000 | +15.7% | 13,726 | +23.5% | 1.63% | +20.2% |
| Q4 2021 | $1,202,000 | – | 11,118 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 235,904 | $17,296,000 | 14.33% |
| VIVID FINANCIAL MANAGEMENT, INC. | 316,793 | $22,172,000 | 13.83% |
| Sharkey, Howes & Javer | 438,588 | $30,697,000 | 13.55% |
| BHF RG Capital Inc. | 189,348 | $13,251,000 | 12.63% |
| ONE Advisory Partners, LLC | 214,115 | $14,986,000 | 12.09% |
| Cooper Financial Group | 425,269 | $29,765,000 | 9.63% |
| Lineweaver Wealth Advisors, LLC | 227,361 | $15,913,000 | 8.09% |
| PAX Financial Group, LLC | 287,378 | $20,114,000 | 7.66% |
| HawsGoodwin Investment Management LLC | 274,611 | $19,220,000 | 7.54% |
| PARK AVENUE SECURITIES LLC | 2,752,344 | $192,637,000 | 7.30% |