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 | $293,818 | +3.4% | 2,462 | -0.4% | 0.03% | 0.0% |
| Q1 2024 | $284,225 | +0.5% | 2,472 | -8.3% | 0.03% | -6.2% |
| Q4 2023 | $282,881 | +14.1% | 2,696 | +2.2% | 0.03% | 0.0% |
| Q3 2023 | $247,854 | -3.3% | 2,639 | +0.4% | 0.03% | -3.0% |
| Q2 2023 | $256,249 | +7.4% | 2,629 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $238,529 | +6.6% | 2,637 | -0.2% | 0.03% | -8.3% |
| Q4 2022 | $223,810 | +11.3% | 2,641 | +10.0% | 0.04% | 0.0% |
| Q2 2022 | $201,000 | -17.3% | 2,400 | +0.2% | 0.04% | -16.3% |
| Q1 2022 | $243,000 | -12.6% | 2,396 | -6.9% | 0.04% | -18.9% |
| Q4 2021 | $278,000 | +27.5% | 2,574 | +16.1% | 0.05% | +6.0% |
| Q3 2021 | $218,000 | +0.9% | 2,218 | +1.3% | 0.05% | -5.7% |
| Q2 2021 | $216,000 | 0.0% | 2,190 | -12.6% | 0.05% | -28.4% |
| Q4 2020 | $216,000 | – | 2,507 | – | 0.07% | – |
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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% |