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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $594,000 | -22.0% | 7,081 | -5.9% | 0.03% | -14.3% |
| Q1 2022 | $762,000 | -4.5% | 7,523 | +1.6% | 0.04% | -2.8% |
| Q4 2021 | $798,000 | +17.2% | 7,401 | +7.1% | 0.04% | +9.1% |
| Q3 2021 | $681,000 | +0.6% | 6,913 | +0.6% | 0.03% | +10.0% |
| Q2 2021 | $677,000 | -18.1% | 6,875 | -24.5% | 0.03% | -25.0% |
| Q1 2021 | $827,000 | +19.5% | 9,106 | +13.3% | 0.04% | +8.1% |
| Q4 2020 | $692,000 | +57.3% | 8,040 | +39.4% | 0.04% | +37.0% |
| Q3 2020 | $440,000 | +6.5% | 5,768 | -2.2% | 0.03% | -6.9% |
| Q2 2020 | $413,000 | +24.4% | 5,898 | +26.6% | 0.03% | +45.0% |
| Q4 2019 | $332,000 | +11.8% | 4,657 | +2.5% | 0.02% | 0.0% |
| Q3 2019 | $297,000 | +1.0% | 4,544 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $294,000 | +10.9% | 4,544 | +6.9% | 0.02% | -5.0% |
| Q1 2019 | $265,000 | +19.4% | 4,252 | +5.3% | 0.02% | 0.0% |
| Q4 2018 | $222,000 | +77.6% | 4,037 | +107.2% | 0.02% | +81.8% |
| Q3 2018 | $125,000 | – | 1,948 | – | 0.01% | – |
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% |