ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,040,372 | +3.8% | 17,100 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $1,965,816 | +9.6% | 17,100 | 0.0% | 0.00% | -50.0% |
| Q4 2023 | $1,794,132 | +11.5% | 17,100 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,609,452 | -13.0% | 17,100 | -10.9% | 0.00% | 0.0% |
| Q2 2023 | $1,849,536 | -6.6% | 19,200 | -12.3% | 0.00% | 0.0% |
| Q1 2023 | $1,980,855 | +6.7% | 21,900 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,856,025 | +6.7% | 21,900 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $1,739,000 | -5.3% | 21,900 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,837,000 | -17.3% | 21,900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,220,000 | -43.0% | 21,900 | -39.2% | 0.00% | 0.0% |
| Q4 2021 | $3,892,000 | +295.1% | 36,000 | +260.0% | 0.00% | +200.0% |
| Q3 2021 | $985,000 | – | 10,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 426,341 | $35,770,034,000 | 27.56% |
| Buttonwood Financial Group, LLC | 296,656 | $24,895,000 | 24.36% |
| West Wealth Group, LLC | 493,948 | $41,442,000 | 19.20% |
| Sharkey, Howes & Javer | 813,640 | $68,264,000 | 16.53% |
| Erickson Financial Group, LLC | 168,059 | $14,100,000 | 15.11% |
| Keystone Financial Services | 304,567 | $27,734,000 | 15.08% |
| ONE Advisory Partners, LLC | 242,768 | $20,368,000 | 13.49% |
| CLIENT 1ST ADVISORY GROUP, LLC | 267,856 | $22,473,000 | 13.37% |
| IMPACTfolio, LLC | 166,432 | $13,964,000 | 13.16% |
| High Falls Advisors, Inc | 494,490 | $41,488,000 | 12.89% |