ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,740,105 | -5.9% | 61,123 | -2.3% | 3.74% | -6.4% |
| Q2 2023 | $6,098,215 | +4.3% | 62,571 | -3.2% | 4.00% | -9.2% |
| Q1 2023 | $5,844,302 | +4.7% | 64,614 | -1.9% | 4.40% | +5.2% |
| Q4 2022 | $5,582,667 | -0.5% | 65,872 | -6.7% | 4.19% | -16.7% |
| Q3 2022 | $5,609,000 | -14.7% | 70,636 | -9.8% | 5.03% | +3.1% |
| Q2 2022 | $6,573,000 | -39.3% | 78,347 | -26.7% | 4.88% | -30.8% |
| Q1 2022 | $10,836,000 | -7.2% | 106,918 | -2.7% | 7.05% | -8.0% |
| Q4 2021 | $11,682,000 | +3472.5% | 109,877 | +3211.5% | 7.67% | +3190.6% |
| Q3 2021 | $327,000 | – | 3,318 | – | 0.23% | – |
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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% |