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 | $21,337,568 | -0.6% | 227,213 | +3.1% | 0.10% | +5.2% |
| Q2 2023 | $21,472,881 | +8.4% | 220,325 | +0.6% | 0.10% | +3.2% |
| Q1 2023 | $19,813,530 | +13.9% | 219,055 | +6.7% | 0.09% | +10.6% |
| Q4 2022 | $17,395,375 | -6.8% | 205,255 | -12.7% | 0.08% | -12.4% |
| Q3 2022 | $18,667,000 | -0.2% | 235,068 | +5.4% | 0.10% | +6.6% |
| Q2 2022 | $18,704,000 | -14.1% | 222,936 | +3.8% | 0.09% | -1.1% |
| Q1 2022 | $21,777,000 | -4.9% | 214,865 | +1.2% | 0.09% | 0.0% |
| Q4 2021 | $22,907,000 | +21.3% | 212,302 | +10.7% | 0.09% | +12.2% |
| Q3 2021 | $18,883,000 | +20.9% | 191,782 | +20.9% | 0.08% | +20.6% |
| Q2 2021 | $15,614,000 | -27.9% | 158,570 | -33.5% | 0.07% | +36.0% |
| Q1 2021 | $21,658,000 | +128.0% | 238,338 | +115.8% | 0.05% | +8.7% |
| Q4 2020 | $9,500,000 | +19.6% | 110,423 | +6.0% | 0.05% | +7.0% |
| Q3 2020 | $7,941,000 | +34.9% | 104,196 | +23.9% | 0.04% | +26.5% |
| Q2 2020 | $5,888,000 | +67.9% | 84,128 | +37.9% | 0.03% | +47.8% |
| Q1 2020 | $3,506,000 | +15.7% | 60,987 | +43.5% | 0.02% | +43.8% |
| Q4 2019 | $3,030,000 | +19.2% | 42,490 | +9.2% | 0.02% | +6.7% |
| Q3 2019 | $2,543,000 | – | 38,909 | – | 0.02% | – |
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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% |