ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $134,012 | -32.2% | 1,427,041 | -29.6% | 2.08% | -33.6% |
Q2 2023 | $197,593 | -1.9% | 2,027,424 | -8.9% | 3.13% | -9.6% |
Q1 2023 | $201,358 | -100.0% | 2,226,179 | -56.8% | 3.46% | -55.4% |
Q4 2022 | $437,183,000 | -99.9% | 5,158,498 | -11.9% | 7.76% | -16.3% |
Q3 2022 | $465,216,000,000 | +95213.2% | 5,858,404 | +0.7% | 9.27% | -1.9% |
Q2 2022 | $488,092,000 | -19.8% | 5,817,540 | -3.1% | 9.46% | -11.4% |
Q1 2022 | $608,301,000 | -99.9% | 6,001,981 | +7.6% | 10.67% | +0.4% |
Q4 2021 | $601,960,000,000 | +115086.3% | 5,578,871 | +5.1% | 10.64% | +1.4% |
Q3 2021 | $522,597,000 | +22.3% | 5,307,706 | +22.3% | 10.49% | +15.7% |
Q2 2021 | $427,373,000 | +14.5% | 4,340,132 | +5.6% | 9.07% | +0.1% |
Q1 2021 | $373,347,000 | +2.3% | 4,108,583 | -3.2% | 9.06% | -10.6% |
Q4 2020 | $365,072,000 | +65.3% | 4,243,548 | +46.5% | 10.14% | +37.1% |
Q3 2020 | $220,798,000 | +14.6% | 2,897,236 | +5.3% | 7.39% | +1.3% |
Q2 2020 | $192,637,000 | +125.2% | 2,752,344 | +85.0% | 7.30% | +0.4% |
Q1 2020 | $85,541,000 | – | 1,487,924 | – | 7.27% | – |
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% |