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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |