ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 698 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $85,791 | -48.5% | 719 | -54.8% | 0.04% | -63.9% |
Q4 2023 | $166,718 | +11.7% | 1,589 | 0.0% | 0.12% | -2.5% |
Q3 2023 | $149,223 | -44.2% | 1,589 | -42.1% | 0.12% | -34.4% |
Q2 2023 | $267,612 | +25.0% | 2,746 | +16.0% | 0.19% | +14.8% |
Q1 2023 | $214,086 | -55.4% | 2,367 | -58.2% | 0.16% | -57.1% |
Q4 2022 | $479,793 | – | 5,661 | – | 0.38% | – |
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% |