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 | $1,894 | -3.5% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $1,962 | -98.2% | 20 | -98.3% | 0.00% | -100.0% |
| Q1 2023 | $109,174 | -4.5% | 1,207 | -10.5% | 0.01% | -12.5% |
| Q4 2022 | $114,328 | +19.1% | 1,349 | +11.8% | 0.01% | +14.3% |
| Q3 2022 | $96,000 | -5.0% | 1,207 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $101,000 | -65.2% | 1,207 | -57.8% | 0.01% | -57.9% |
| Q1 2022 | $290,000 | -5.8% | 2,857 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $308,000 | -12.0% | 2,857 | -19.5% | 0.02% | -21.4% |
| Q3 2021 | $350,000 | 0.0% | 3,550 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $350,000 | +8.4% | 3,550 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $323,000 | – | 3,550 | – | 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% |