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 | $278,680 | -29.0% | 2,315 | -38.1% | 0.22% | -14.4% |
| Q1 2024 | $392,602 | 0.0% | 3,742 | 0.0% | 0.26% | 0.0% |
| Q4 2023 | $392,602 | +4.0% | 3,742 | -6.9% | 0.26% | -6.5% |
| Q3 2023 | $377,387 | -3.2% | 4,019 | +0.0% | 0.28% | -0.7% |
| Q2 2023 | $389,857 | +6.1% | 4,018 | -1.1% | 0.28% | +3.0% |
| Q1 2023 | $367,280 | +108562.7% | 4,061 | +2.0% | 0.27% | -0.4% |
| Q4 2022 | $338 | -99.9% | 3,980 | -4.9% | 0.27% | -11.8% |
| Q3 2022 | $332,000 | -17.0% | 4,185 | -0.1% | 0.31% | -6.4% |
| Q2 2022 | $400,000 | – | 4,191 | – | 0.33% | – |
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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% |