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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $768,825 | +81.4% | 8,500 | +70.0% | 0.07% | +70.7% |
| Q4 2022 | $423,750 | -27.9% | 5,000 | -32.4% | 0.04% | -32.8% |
| Q3 2022 | $588,000 | -18.6% | 7,400 | -14.0% | 0.06% | -16.4% |
| Q2 2022 | $722,000 | -17.2% | 8,600 | 0.0% | 0.07% | -3.9% |
| Q1 2022 | $872,000 | -6.0% | 8,600 | 0.0% | 0.08% | -2.6% |
| Q4 2021 | $928,000 | +9.6% | 8,600 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $847,000 | +7.5% | 8,600 | +7.5% | 0.08% | +4.0% |
| Q2 2021 | $788,000 | +111.3% | 8,000 | +95.1% | 0.08% | +102.7% |
| Q1 2021 | $373,000 | +14.1% | 4,100 | +7.9% | 0.04% | -2.6% |
| Q4 2020 | $327,000 | +12.8% | 3,800 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $290,000 | +18.4% | 3,800 | +8.6% | 0.04% | +14.7% |
| Q2 2020 | $245,000 | – | 3,500 | – | 0.03% | – |
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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% |