ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,873,836 | +8.5% | 73,196 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $6,336,752 | +27.5% | 65,019 | +18.3% | 0.00% | +50.0% |
| Q1 2023 | $4,971,313 | +16.0% | 54,962 | +8.7% | 0.00% | 0.0% |
| Q4 2022 | $4,285,977 | -10.0% | 50,572 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $4,763,000 | +0.5% | 59,981 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $4,741,000 | -1.7% | 56,509 | +18.7% | 0.00% | 0.0% |
| Q1 2022 | $4,824,000 | +5.5% | 47,594 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $4,571,000 | – | 42,364 | – | 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% |