ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $348,219 | -18.7% | 3,708 | -15.6% | 0.02% | -14.3% |
Q2 2023 | $428,142 | -2.2% | 4,393 | -9.2% | 0.02% | -8.7% |
Q1 2023 | $437,598 | +3.4% | 4,838 | -3.1% | 0.02% | 0.0% |
Q4 2022 | $423,242 | +18.9% | 4,994 | +11.2% | 0.02% | +9.5% |
Q3 2022 | $356,000 | -21.6% | 4,489 | -17.1% | 0.02% | -22.2% |
Q2 2022 | $454,000 | -5.0% | 5,417 | +14.8% | 0.03% | +17.4% |
Q1 2022 | $478,000 | -6.3% | 4,717 | -0.2% | 0.02% | -4.2% |
Q4 2021 | $510,000 | +7.8% | 4,726 | -1.7% | 0.02% | 0.0% |
Q3 2021 | $473,000 | +28.5% | 4,806 | +28.5% | 0.02% | +26.3% |
Q2 2021 | $368,000 | +11.5% | 3,739 | +2.8% | 0.02% | +5.6% |
Q1 2021 | $330,000 | +33.6% | 3,636 | +26.7% | 0.02% | +28.6% |
Q4 2020 | $247,000 | +61.4% | 2,869 | +43.1% | 0.01% | +40.0% |
Q3 2020 | $153,000 | +240.0% | 2,005 | +210.9% | 0.01% | +233.3% |
Q2 2020 | $45,000 | +21.6% | 645 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $37,000 | – | 645 | – | 0.00% | – |
Download |
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% |