ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,986,517 | -43.4% | 287,365 | -41.3% | 0.01% | -40.0% |
| Q2 2023 | $47,696,754 | +9.7% | 489,398 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $43,470,109 | -63.3% | 480,599 | -65.6% | 0.01% | -63.0% |
| Q4 2022 | $118,468,170 | -6.8% | 1,397,855 | -12.7% | 0.03% | -12.9% |
| Q3 2022 | $127,158,000 | -3.1% | 1,601,275 | +2.4% | 0.03% | +3.3% |
| Q2 2022 | $131,232,000 | -17.7% | 1,564,144 | -0.6% | 0.03% | -3.2% |
| Q1 2022 | $159,482,000 | +6.3% | 1,573,582 | +13.1% | 0.03% | +14.8% |
| Q4 2021 | $150,089,000 | +21.3% | 1,391,007 | +10.7% | 0.03% | +12.5% |
| Q3 2021 | $123,762,000 | +35.3% | 1,256,980 | +35.3% | 0.02% | +33.3% |
| Q2 2021 | $91,459,000 | +20.9% | 928,806 | +11.5% | 0.02% | +20.0% |
| Q1 2021 | $75,673,000 | +18.2% | 832,766 | +11.9% | 0.02% | +7.1% |
| Q4 2020 | $64,014,000 | +86.4% | 744,091 | +65.1% | 0.01% | +75.0% |
| Q3 2020 | $34,347,000 | +36.7% | 450,688 | +25.6% | 0.01% | +14.3% |
| Q2 2020 | $25,119,000 | +162.4% | 358,890 | +115.5% | 0.01% | +133.3% |
| Q1 2020 | $9,574,000 | – | 166,530 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |