ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 647 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $874,940 | +5.7% | 7,333 | +1.8% | 0.02% | 0.0% |
| Q1 2024 | $827,910 | +23.5% | 7,202 | +12.7% | 0.02% | +16.7% |
| Q4 2023 | $670,305 | +7.4% | 6,389 | -3.8% | 0.02% | 0.0% |
| Q3 2023 | $623,845 | -8.0% | 6,643 | -4.5% | 0.02% | -5.3% |
| Q2 2023 | $677,737 | +0.3% | 6,954 | -6.9% | 0.02% | -5.0% |
| Q1 2023 | $675,752 | -38.3% | 7,471 | -42.2% | 0.02% | -41.2% |
| Q4 2022 | $1,095,733 | +4.0% | 12,929 | -2.6% | 0.03% | -5.6% |
| Q3 2022 | $1,054,000 | -1.8% | 13,270 | +3.7% | 0.04% | +2.9% |
| Q2 2022 | $1,073,000 | -14.7% | 12,793 | +3.1% | 0.04% | -2.8% |
| Q1 2022 | $1,258,000 | +42.1% | 12,413 | +51.3% | 0.04% | +44.0% |
| Q4 2021 | $885,000 | +14.3% | 8,203 | +4.4% | 0.02% | -10.7% |
| Q3 2021 | $774,000 | +121.1% | 7,860 | +120.9% | 0.03% | +115.4% |
| Q2 2021 | $350,000 | – | 3,558 | – | 0.01% | – |
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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% |