ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 296 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,509,604 | +93143.0% | 16,075 | -3.3% | 0.04% | -4.3% |
Q2 2023 | $1,619 | +4.4% | 16,616 | -3.1% | 0.05% | -4.1% |
Q1 2023 | $1,551 | +2.8% | 17,143 | -3.7% | 0.05% | -3.9% |
Q4 2022 | $1,509 | -99.9% | 17,803 | -14.2% | 0.05% | -16.4% |
Q3 2022 | $1,647,000 | -7.7% | 20,744 | -2.5% | 0.06% | -4.7% |
Q2 2022 | $1,785,000 | -17.2% | 21,275 | 0.0% | 0.06% | -3.0% |
Q1 2022 | $2,156,000 | -12.7% | 21,275 | -7.0% | 0.07% | -9.6% |
Q4 2021 | $2,469,000 | +10.0% | 22,885 | +0.4% | 0.07% | -2.7% |
Q3 2021 | $2,245,000 | +1.9% | 22,804 | +1.9% | 0.08% | +2.7% |
Q2 2021 | $2,203,000 | +12.6% | 22,374 | +3.9% | 0.07% | +7.4% |
Q1 2021 | $1,957,000 | +18.2% | 21,541 | +11.9% | 0.07% | +7.9% |
Q4 2020 | $1,656,000 | +32.0% | 19,249 | +16.9% | 0.06% | +16.7% |
Q3 2020 | $1,255,000 | +42.8% | 16,465 | +31.1% | 0.05% | +25.6% |
Q2 2020 | $879,000 | +30.0% | 12,562 | +6.8% | 0.04% | +7.5% |
Q1 2020 | $676,000 | – | 11,762 | – | 0.04% | – |
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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% |