ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,185 | +2.0% | 23,263 | +5.8% | 0.11% | +6.9% |
| Q2 2023 | $2,143 | +35.3% | 21,989 | +25.6% | 0.10% | +29.1% |
| Q1 2023 | $1,584 | +40.2% | 17,512 | +31.3% | 0.08% | +27.4% |
| Q4 2022 | $1,130 | -99.9% | 13,334 | +7.5% | 0.06% | +12.7% |
| Q3 2022 | $985,000 | +47.7% | 12,398 | +56.0% | 0.06% | +52.8% |
| Q2 2022 | $667,000 | -32.7% | 7,946 | -18.7% | 0.04% | -20.0% |
| Q1 2022 | $991,000 | +25.9% | 9,777 | +34.1% | 0.04% | +32.4% |
| Q4 2021 | $787,000 | -22.1% | 7,290 | -28.9% | 0.03% | -29.2% |
| Q3 2021 | $1,010,000 | +7.7% | 10,258 | +7.7% | 0.05% | +9.1% |
| Q2 2021 | $938,000 | +19.8% | 9,522 | +10.5% | 0.04% | +2.3% |
| Q1 2021 | $783,000 | – | 8,614 | – | 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% |