ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 660 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $711,505 | -37.5% | 5,963 | -39.7% | 0.00% | -50.0% |
Q1 2024 | $1,137,758 | -86.5% | 9,897 | -87.7% | 0.00% | -83.3% |
Q4 2023 | $8,431,369 | +14.8% | 80,360 | +2.8% | 0.01% | 0.0% |
Q3 2023 | $7,341,582 | +2818.6% | 78,176 | +2928.9% | 0.01% | – |
Q2 2023 | $251,544 | +14.8% | 2,581 | +6.5% | 0.00% | – |
Q1 2023 | $219,160 | -41.6% | 2,423 | -45.2% | 0.00% | -100.0% |
Q4 2022 | $375,019 | +33.9% | 4,425 | +25.5% | 0.00% | 0.0% |
Q3 2022 | $280,000 | +27.3% | 3,527 | +34.7% | 0.00% | – |
Q2 2022 | $220,000 | +31.0% | 2,619 | +58.6% | 0.00% | – |
Q1 2022 | $168,000 | +23.5% | 1,651 | +31.0% | 0.00% | – |
Q4 2021 | $136,000 | +14.3% | 1,260 | +4.1% | 0.00% | – |
Q3 2021 | $119,000 | -73.2% | 1,210 | -73.2% | 0.00% | -100.0% |
Q2 2021 | $444,000 | +2236.8% | 4,509 | +2037.0% | 0.00% | – |
Q1 2021 | $19,000 | +280.0% | 211 | +205.8% | 0.00% | – |
Q3 2020 | $5,000 | -61.5% | 69 | -70.0% | 0.00% | – |
Q1 2020 | $13,000 | – | 230 | – | 0.00% | – |
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% |