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 | $1,861 | +60.3% | 15,599 | +54.5% | 0.00% | – |
| Q1 2024 | $1,161 | -30.3% | 10,099 | -36.4% | 0.00% | -100.0% |
| Q4 2023 | $1,665 | +45.3% | 15,869 | +30.0% | 0.00% | 0.0% |
| Q3 2023 | $1,146 | +15.3% | 12,204 | +19.6% | 0.00% | 0.0% |
| Q2 2023 | $994 | +129.0% | 10,204 | +112.6% | 0.00% | – |
| Q1 2023 | $434 | -100.0% | 4,800 | -55.2% | 0.00% | – |
| Q3 2021 | $1,056,000 | +259.2% | 10,725 | +259.3% | 0.00% | – |
| Q2 2021 | $294,000 | – | 2,985 | – | 0.00% | – |
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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% |