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 | $2,246,985 | -3.8% | 23,927 | -0.2% | 0.27% | +1.1% |
| Q2 2023 | $2,335,921 | +5.2% | 23,968 | -2.4% | 0.26% | +1.1% |
| Q1 2023 | $2,221,000 | +119180.3% | 24,555 | +11.7% | 0.26% | +18.0% |
| Q4 2022 | $1,862 | -99.9% | 21,975 | 0.0% | 0.22% | +10.4% |
| Q3 2022 | $1,745,000 | -5.4% | 21,975 | 0.0% | 0.20% | +0.5% |
| Q2 2022 | $1,844,000 | -17.5% | 21,975 | -0.3% | 0.20% | -14.9% |
| Q1 2022 | $2,234,000 | -0.4% | 22,047 | +6.1% | 0.24% | +9.8% |
| Q4 2021 | $2,243,000 | +17.3% | 20,787 | +7.1% | 0.21% | +7.5% |
| Q3 2021 | $1,912,000 | +1.5% | 19,414 | +1.5% | 0.20% | -5.7% |
| Q2 2021 | $1,883,000 | +16.5% | 19,122 | +7.5% | 0.21% | +8.2% |
| Q1 2021 | $1,616,000 | +7.7% | 17,782 | +2.0% | 0.20% | -1.5% |
| Q4 2020 | $1,500,000 | – | 17,439 | – | 0.20% | – |
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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% |