ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 693 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,606,588 | -44.6% | 62,833 | -47.4% | 0.68% | -46.9% |
| Q1 2024 | $13,735,465 | -38.5% | 119,480 | -43.8% | 1.28% | -45.1% |
| Q4 2023 | $22,324,538 | -50.8% | 212,777 | -60.2% | 2.32% | -55.4% |
| Q4 2022 | $45,333,498 | +97157.1% | 534,909 | -8.9% | 5.21% | -7.9% |
| Q3 2022 | $46,612 | – | 586,973 | – | 5.66% | – |
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% |