ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,180 | -44.3% | 2,085 | -51.6% | 0.04% | -53.2% |
| Q4 2022 | $364,731 | -2.2% | 4,304 | -8.3% | 0.08% | -13.5% |
| Q3 2022 | $373,000 | -7.0% | 4,693 | -1.9% | 0.09% | -6.3% |
| Q2 2022 | $401,000 | -22.0% | 4,784 | -5.6% | 0.10% | -7.8% |
| Q1 2022 | $514,000 | -4.6% | 5,069 | +1.5% | 0.10% | -4.6% |
| Q4 2021 | $539,000 | +7.8% | 4,994 | -1.6% | 0.11% | -30.3% |
| Q3 2021 | $500,000 | +29.9% | 5,073 | +29.7% | 0.16% | +36.0% |
| Q2 2021 | $385,000 | +11.6% | 3,911 | +3.1% | 0.11% | -9.5% |
| Q1 2021 | $345,000 | -14.6% | 3,792 | -19.3% | 0.13% | -20.8% |
| Q4 2020 | $404,000 | +48.0% | 4,701 | +31.2% | 0.16% | +11.2% |
| Q3 2020 | $273,000 | +8.8% | 3,584 | +0.0% | 0.14% | -18.3% |
| Q2 2020 | $251,000 | – | 3,583 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| West Wealth Group, LLC | 418,747 | $35,488,811 | 17.64% |
| Buttonwood Financial Group, LLC | 221,480 | $18,770,531 | 17.06% |
| IMPACTfolio, LLC | 171,865 | $14,566 | 13.50% |
| CLIENT 1ST ADVISORY GROUP, LLC | 261,291 | $22,144,376 | 12.94% |
| Clifford Group, LLC | 120,012 | $10,171,004 | 12.70% |
| Spectrum Planning & Advisory Services Inc. | 105,946 | $8,978,947 | 12.26% |
| Keystone Financial Services | 247,083 | $22,296,750 | 11.99% |
| Hobart Private Capital, LLC | 208,329 | $17,655,883 | 11.96% |
| Sharkey, Howes & Javer | 614,136 | $52,048,057 | 11.95% |
| Erickson Financial Group, LLC | 125,174 | $10,608,497 | 11.48% |