ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,274 | -3.7% | 77,464 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $7,550 | +7.9% | 77,464 | +0.1% | 0.02% | -5.9% |
| Q1 2023 | $7,000 | +6.8% | 77,397 | +0.0% | 0.02% | +6.2% |
| Q4 2022 | $6,557 | -99.9% | 77,368 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $6,168,000 | -5.4% | 77,676 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,518,000 | -17.2% | 77,676 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $7,873,000 | +57.6% | 77,676 | +67.8% | 0.02% | +70.0% |
| Q4 2021 | $4,997,000 | +486.5% | 46,304 | +435.0% | 0.01% | +400.0% |
| Q3 2021 | $852,000 | -1.2% | 8,655 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $862,000 | +52.0% | 8,752 | +40.4% | 0.00% | +100.0% |
| Q1 2021 | $567,000 | – | 6,234 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |