ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $776,917 | +16.4% | 8,273 | +20.8% | 0.06% | +17.0% |
Q2 2023 | $667,309 | +64.3% | 6,847 | +52.5% | 0.05% | +56.7% |
Q1 2023 | $406,121 | -2.8% | 4,490 | -8.9% | 0.03% | -6.2% |
Q4 2022 | $417,818 | -7.8% | 4,930 | -13.5% | 0.03% | -15.8% |
Q3 2022 | $453,000 | +16.8% | 5,699 | +23.4% | 0.04% | +22.6% |
Q2 2022 | $388,000 | -28.9% | 4,620 | -14.2% | 0.03% | -16.2% |
Q1 2022 | $546,000 | -11.1% | 5,387 | -5.4% | 0.04% | -7.5% |
Q4 2021 | $614,000 | +20.6% | 5,694 | +10.1% | 0.04% | +17.6% |
Q3 2021 | $509,000 | -13.0% | 5,174 | -12.9% | 0.03% | -19.0% |
Q2 2021 | $585,000 | +27.2% | 5,942 | +17.3% | 0.04% | +16.7% |
Q1 2021 | $460,000 | +39.0% | 5,065 | +31.5% | 0.04% | +33.3% |
Q4 2020 | $331,000 | +36.8% | 3,853 | +21.4% | 0.03% | +12.5% |
Q3 2020 | $242,000 | – | 3,175 | – | 0.02% | – |
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% |