ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $301,530 | -1.5% | 2,522 | -5.5% | 0.17% | -8.3% |
| Q1 2024 | $306,241 | -42.1% | 2,669 | -47.1% | 0.18% | -51.5% |
| Q4 2023 | $529,007 | +15.9% | 5,042 | +3.6% | 0.37% | +2.8% |
| Q3 2023 | $456,386 | -13.1% | 4,865 | -9.7% | 0.36% | -13.6% |
| Q2 2023 | $525,114 | +55.7% | 5,388 | +44.5% | 0.42% | +44.3% |
| Q1 2023 | $337,288 | -54.3% | 3,729 | -57.2% | 0.29% | -46.2% |
| Q4 2022 | $737,834 | -0.0% | 8,706 | -3.8% | 0.54% | -10.3% |
| Q3 2022 | $738,000 | -7.6% | 9,054 | -3.8% | 0.60% | +2.4% |
| Q2 2022 | $799,000 | -30.1% | 9,411 | -16.4% | 0.59% | -7.2% |
| Q1 2022 | $1,143,000 | +0.3% | 11,257 | -0.1% | 0.64% | -11.8% |
| Q4 2021 | $1,140,000 | – | 11,265 | – | 0.72% | – |
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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% |