ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,379 | -1.4% | 9,790 | +2.4% | 0.07% | +3.0% |
| Q2 2023 | $932,138 | -4.2% | 9,564 | -11.1% | 0.07% | -4.3% |
| Q1 2023 | $973,348 | +6.8% | 10,761 | +0.0% | 0.07% | -1.4% |
| Q4 2022 | $911,666 | -4.3% | 10,757 | -10.3% | 0.07% | -12.5% |
| Q3 2022 | $953,000 | +2.6% | 11,998 | +8.4% | 0.08% | +8.1% |
| Q2 2022 | $929,000 | -25.6% | 11,072 | -10.1% | 0.07% | -11.9% |
| Q1 2022 | $1,249,000 | -4.2% | 12,322 | +2.0% | 0.08% | -1.2% |
| Q4 2021 | $1,304,000 | +30.8% | 12,085 | +19.3% | 0.08% | +9.0% |
| Q2 2021 | $997,000 | +14.3% | 10,128 | +5.6% | 0.08% | -7.1% |
| Q1 2021 | $872,000 | +61.2% | 9,592 | +52.6% | 0.08% | +50.0% |
| Q4 2020 | $541,000 | -10.1% | 6,287 | -20.4% | 0.06% | +21.7% |
| Q3 2020 | $602,000 | – | 7,894 | – | 0.05% | – |
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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% |