ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 701 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,175,534 | +5.6% | 46,164 | -1.0% | 0.24% | 0.0% |
| Q4 2022 | $3,952,655 | +6.7% | 46,639 | 0.0% | 0.24% | -4.0% |
| Q3 2022 | $3,704,000 | -14.2% | 46,639 | -9.4% | 0.25% | -8.4% |
| Q2 2022 | $4,318,000 | -17.2% | 51,464 | 0.0% | 0.28% | -3.8% |
| Q1 2022 | $5,216,000 | -6.1% | 51,464 | 0.0% | 0.29% | -0.7% |
| Q4 2021 | $5,553,000 | +9.6% | 51,464 | 0.0% | 0.29% | +1.8% |
| Q3 2021 | $5,067,000 | -0.0% | 51,464 | 0.0% | 0.28% | -0.4% |
| Q2 2021 | $5,068,000 | +123.1% | 51,464 | +105.8% | 0.28% | +108.8% |
| Q1 2021 | $2,272,000 | +85.2% | 25,007 | +75.3% | 0.14% | +72.2% |
| Q4 2020 | $1,227,000 | +128.9% | 14,267 | +102.9% | 0.08% | +102.6% |
| Q3 2020 | $536,000 | – | 7,030 | – | 0.04% | – |
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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% |