ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,403,678 | -3.5% | 100,135 | +0.1% | 0.52% | -1.3% |
| Q2 2023 | $9,746,000 | +104448.4% | 100,000 | -2.2% | 0.52% | +0.8% |
| Q1 2023 | $9,322 | +10.0% | 102,233 | +2.2% | 0.52% | +3.0% |
| Q4 2022 | $8,475 | -99.9% | 100,000 | -0.1% | 0.51% | +97.7% |
| Q3 2022 | $7,953,000 | -19.8% | 100,150 | -15.2% | 0.26% | -56.4% |
| Q2 2022 | $9,913,000 | -17.2% | 118,150 | 0.0% | 0.59% | -3.0% |
| Q1 2022 | $11,975,000 | +0.8% | 118,150 | +7.3% | 0.60% | +6.5% |
| Q4 2021 | $11,885,000 | +9.6% | 110,150 | 0.0% | 0.57% | -2.4% |
| Q3 2021 | $10,845,000 | -2.7% | 110,150 | -2.7% | 0.58% | -0.2% |
| Q2 2021 | $11,142,000 | +6.0% | 113,150 | -2.2% | 0.58% | -0.2% |
| Q1 2021 | $10,509,000 | – | 115,650 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |