ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,257,784 | +12.5% | 24,042 | +16.8% | 0.10% | +14.3% |
| Q2 2023 | $2,006,117 | +43.3% | 20,584 | +33.0% | 0.09% | +35.8% |
| Q1 2023 | $1,400,347 | +109046.3% | 15,482 | +2.3% | 0.07% | +17.5% |
| Q4 2022 | $1,283 | -99.9% | 15,134 | +38.8% | 0.06% | +39.0% |
| Q3 2022 | $866,000 | +23.5% | 10,903 | +30.5% | 0.04% | +32.3% |
| Q2 2022 | $701,000 | -69.9% | 8,352 | -63.7% | 0.03% | -62.2% |
| Q1 2022 | $2,329,000 | -6.3% | 22,980 | -0.2% | 0.08% | +2.5% |
| Q4 2021 | $2,485,000 | +22.3% | 23,034 | +11.6% | 0.08% | +95.1% |
| Q3 2021 | $2,032,000 | +22.0% | 20,637 | +22.0% | 0.04% | -34.9% |
| Q2 2021 | $1,665,000 | -36.7% | 16,910 | -41.6% | 0.06% | -41.1% |
| Q1 2021 | $2,632,000 | – | 28,965 | – | 0.11% | – |
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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% |