ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 741 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,954,035 | +34.3% | 24,757 | +29.4% | 1.40% | +27.3% |
Q1 2024 | $2,199,489 | +86.8% | 19,133 | +52.6% | 1.10% | +55.7% |
Q4 2023 | $1,177,588 | 0.0% | 12,540 | 0.0% | 0.71% | -30.6% |
Q3 2023 | $1,177,588 | -1.4% | 12,540 | +2.4% | 1.02% | +1.1% |
Q2 2023 | $1,194,034 | +88.3% | 12,252 | +74.8% | 1.01% | +73.4% |
Q1 2023 | $633,958 | – | 7,009 | – | 0.58% | – |
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% |