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 | $93 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2024 | $108,957 | -89.3% | 948 | -90.3% | 0.05% | -90.1% |
| Q4 2023 | $1,021,365 | -16.6% | 9,735 | -25.3% | 0.47% | -24.0% |
| Q3 2023 | $1,224,630 | -17.9% | 13,040 | -14.8% | 0.62% | -16.1% |
| Q2 2023 | $1,491,688 | -0.8% | 15,305 | -8.0% | 0.74% | 0.0% |
| Q1 2023 | $1,504,047 | -54.5% | 16,628 | -57.4% | 0.74% | -56.7% |
| Q4 2022 | $3,304,370 | -8.0% | 38,990 | -13.8% | 1.72% | -18.2% |
| Q3 2022 | $3,592,000 | -5.5% | 45,224 | +0.2% | 2.10% | -2.9% |
| Q2 2022 | $3,801,000 | -26.4% | 45,124 | -11.4% | 2.16% | -22.8% |
| Q1 2022 | $5,164,000 | -3.6% | 50,952 | +2.6% | 2.80% | -49.0% |
| Q4 2021 | $5,356,000 | – | 49,638 | – | 5.49% | – |
Download | ||||||
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% |