ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,269,007 | -56.6% | 34,810 | -55.0% | 0.00% | -50.0% |
| Q2 2023 | $7,531,904 | +61936.9% | 77,282 | -42.4% | 0.00% | -42.9% |
| Q1 2023 | $12,141 | -99.6% | 134,234 | +292.9% | 0.01% | +250.0% |
| Q3 2022 | $2,713,000 | +22.4% | 34,169 | +29.3% | 0.00% | +100.0% |
| Q2 2022 | $2,216,000 | -8.6% | 26,417 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $2,425,000 | +5.8% | 23,928 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,292,000 | +682.3% | 21,239 | +559.4% | 0.00% | – |
| Q1 2021 | $293,000 | -63.9% | 3,221 | -69.7% | 0.00% | -100.0% |
| Q3 2020 | $811,000 | – | 10,642 | – | 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% |