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 | $929,622 | +7.7% | 7,791 | +2.0% | 0.77% | +3.9% |
| Q1 2024 | $862,792 | -1.9% | 7,636 | -8.9% | 0.74% | -6.6% |
| Q4 2023 | $879,649 | +21.7% | 8,384 | +9.0% | 0.79% | +9.5% |
| Q3 2023 | $722,544 | +0.9% | 7,694 | +4.8% | 0.72% | +8.9% |
| Q2 2023 | $715,844 | +8.5% | 7,345 | +0.7% | 0.66% | +1.5% |
| Q1 2023 | $659,652 | -53.3% | 7,293 | -56.2% | 0.65% | -52.8% |
| Q4 2022 | $1,411,427 | – | 16,654 | – | 1.39% | – |
Download | ||||||
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% |