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 | $327,253 | -9.1% | 3,470 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $360,115 | +7.6% | 3,695 | -0.1% | 0.02% | 0.0% |
| Q1 2023 | $334,665 | +1.0% | 3,700 | -5.4% | 0.02% | -6.2% |
| Q4 2022 | $331,372 | +9.4% | 3,910 | +2.4% | 0.02% | 0.0% |
| Q3 2022 | $303,000 | +5.2% | 3,820 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $288,000 | -36.7% | 3,430 | -23.5% | 0.02% | -21.1% |
| Q1 2022 | $455,000 | -9.7% | 4,485 | -4.1% | 0.02% | -5.0% |
| Q4 2021 | $504,000 | +13.8% | 4,675 | +3.9% | 0.02% | 0.0% |
| Q3 2021 | $443,000 | -0.2% | 4,498 | -0.3% | 0.02% | -4.8% |
| Q2 2021 | $444,000 | +22.3% | 4,513 | +13.0% | 0.02% | +10.5% |
| Q1 2021 | $363,000 | +29.6% | 3,993 | +22.6% | 0.02% | +18.8% |
| Q4 2020 | $280,000 | -4.8% | 3,258 | -15.6% | 0.02% | -20.0% |
| Q3 2020 | $294,000 | – | 3,859 | – | 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% |