ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $371 | -99.9% | 4,372 | +12.9% | 0.02% | +7.1% |
| Q3 2022 | $308,000 | -11.0% | 3,873 | -6.2% | 0.01% | -6.7% |
| Q2 2022 | $346,000 | -12.0% | 4,127 | +6.6% | 0.02% | 0.0% |
| Q1 2022 | $393,000 | -39.6% | 3,873 | -35.8% | 0.02% | -37.5% |
| Q4 2021 | $651,000 | -17.7% | 6,031 | -25.0% | 0.02% | -27.3% |
| Q3 2021 | $791,000 | +16.2% | 8,036 | +16.2% | 0.03% | +13.8% |
| Q2 2021 | $681,000 | +24.3% | 6,917 | +14.8% | 0.03% | +11.5% |
| Q1 2021 | $548,000 | +3.2% | 6,027 | -2.4% | 0.03% | -3.7% |
| Q4 2020 | $531,000 | +729.7% | 6,173 | +635.8% | 0.03% | +575.0% |
| Q3 2020 | $64,000 | +276.5% | 839 | +251.0% | 0.00% | +300.0% |
| Q2 2020 | $17,000 | – | 239 | – | 0.00% | – |
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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% |