ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708,129 | +12.4% | 18,189 | +16.6% | 0.01% | +16.7% |
| Q2 2023 | $1,519,986 | -22.1% | 15,596 | -27.7% | 0.01% | -25.0% |
| Q1 2023 | $1,951,549 | -4.0% | 21,576 | -10.1% | 0.01% | -11.1% |
| Q4 2022 | $2,033,192 | -7.2% | 23,990 | -13.1% | 0.01% | -10.0% |
| Q3 2022 | $2,192,000 | +90.6% | 27,602 | +101.4% | 0.01% | +100.0% |
| Q2 2022 | $1,150,000 | +5127.3% | 13,704 | +6244.4% | 0.01% | – |
| Q1 2022 | $22,000 | -15.4% | 216 | -11.1% | 0.00% | – |
| Q4 2021 | $26,000 | +4.0% | 243 | -5.8% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | +8.7% | 258 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | -43.9% | 258 | -46.0% | 0.00% | – |
| Q4 2020 | $41,000 | +105.0% | 478 | +85.3% | 0.00% | – |
| Q3 2020 | $20,000 | +11.1% | 258 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | – | 258 | – | 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% |