ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 635 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,652,113 | -3.7% | 28,241 | -0.0% | 0.02% | 0.0% |
Q2 2023 | $2,753,635 | +143542.9% | 28,254 | +33.3% | 0.02% | +41.2% |
Q1 2023 | $1,917 | +13.3% | 21,191 | +6.1% | 0.02% | +6.2% |
Q4 2022 | $1,692 | -99.9% | 19,965 | +14.2% | 0.02% | +14.3% |
Q3 2022 | $1,388,000 | +3.6% | 17,479 | +9.5% | 0.01% | +7.7% |
Q2 2022 | $1,340,000 | -7.3% | 15,968 | +12.0% | 0.01% | +8.3% |
Q1 2022 | $1,445,000 | -11.6% | 14,261 | -5.9% | 0.01% | -7.7% |
Q4 2021 | $1,635,000 | +46.6% | 15,150 | +33.7% | 0.01% | +30.0% |
Q3 2021 | $1,115,000 | +56.4% | 11,329 | +56.4% | 0.01% | +66.7% |
Q2 2021 | $713,000 | +134.5% | 7,245 | +116.3% | 0.01% | +100.0% |
Q1 2021 | $304,000 | – | 3,349 | – | 0.00% | – |
Download |
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% |