ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,165,423 | -5.0% | 12,410 | -1.4% | 0.09% | -6.2% |
| Q2 2023 | $1,226,534 | +9.8% | 12,585 | +1.9% | 0.10% | +4.3% |
| Q1 2023 | $1,117,058 | +446.9% | 12,350 | +412.4% | 0.09% | +411.1% |
| Q4 2022 | $204,248 | +6.9% | 2,410 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $191,000 | -5.4% | 2,410 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $202,000 | -17.2% | 2,410 | 0.0% | 0.02% | -9.1% |
| Q1 2022 | $244,000 | +2.5% | 2,410 | +9.3% | 0.02% | +4.8% |
| Q4 2021 | $238,000 | +17.8% | 2,205 | +3.7% | 0.02% | -12.5% |
| Q3 2021 | $202,000 | -2.9% | 2,127 | +0.8% | 0.02% | +20.0% |
| Q2 2021 | $208,000 | +7.8% | 2,110 | -0.7% | 0.02% | 0.0% |
| Q1 2021 | $193,000 | +27.8% | 2,125 | +21.4% | 0.02% | +17.6% |
| Q4 2020 | $151,000 | – | 1,750 | – | 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% |