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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $468,331 | -5.1% | 3,925 | -8.6% | 0.01% | 0.0% |
| Q1 2024 | $493,753 | +7.9% | 4,295 | -1.5% | 0.01% | 0.0% |
| Q4 2023 | $457,451 | +24.6% | 4,360 | +11.5% | 0.01% | 0.0% |
| Q3 2023 | $367,094 | -3.6% | 3,909 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $380,971 | +7.8% | 3,909 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $353,569 | +6.7% | 3,909 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $331,288 | +5.8% | 3,909 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $313,000 | -50.1% | 3,945 | -47.2% | 0.01% | -44.4% |
| Q2 2022 | $627,000 | +0.6% | 7,468 | +21.5% | 0.01% | +12.5% |
| Q1 2022 | $623,000 | – | 6,146 | – | 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% |