ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 693 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $362,075 | -2.2% | 3,034 | -5.8% | 0.01% | -33.3% |
| Q1 2024 | $370,342 | -66.5% | 3,221 | -69.4% | 0.01% | -68.4% |
| Q4 2023 | $1,104,832 | +3.3% | 10,530 | -7.6% | 0.04% | -13.6% |
| Q3 2023 | $1,070,041 | +4.9% | 11,394 | +8.8% | 0.04% | +18.9% |
| Q2 2023 | $1,020,341 | +15.7% | 10,469 | +7.3% | 0.04% | +15.6% |
| Q1 2023 | $882,139 | +7.2% | 9,753 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $823,253 | +311.6% | 9,714 | +286.5% | 0.03% | +255.6% |
| Q3 2022 | $200,000 | -6.5% | 2,513 | -1.4% | 0.01% | 0.0% |
| Q2 2022 | $214,000 | -19.5% | 2,549 | -3.0% | 0.01% | 0.0% |
| Q1 2022 | $266,000 | -6.0% | 2,628 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $283,000 | +9.3% | 2,627 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $259,000 | 0.0% | 2,627 | +0.0% | 0.01% | -9.1% |
| Q2 2021 | $259,000 | +16.7% | 2,626 | +7.4% | 0.01% | -8.3% |
| Q1 2021 | $222,000 | +5.7% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $210,000 | +22.8% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $171,000 | +21.3% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $141,000 | -19.0% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $174,000 | +8.8% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $160,000 | +1.3% | 2,446 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $158,000 | +3.9% | 2,446 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $152,000 | – | 2,446 | – | 0.01% | – |
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% |