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 | $1,896,419 | -7.6% | 20,194 | -4.1% | 0.35% | -0.3% |
| Q2 2023 | $2,052,898 | -1.2% | 21,064 | -8.3% | 0.35% | -7.2% |
| Q1 2023 | $2,078,722 | -4.5% | 22,982 | -10.5% | 0.38% | -9.4% |
| Q4 2022 | $2,177,312 | +5.2% | 25,691 | -1.4% | 0.42% | -2.6% |
| Q3 2022 | $2,070,000 | -8.0% | 26,065 | -2.8% | 0.43% | +0.7% |
| Q2 2022 | $2,251,000 | -15.4% | 26,828 | +2.2% | 0.42% | -3.0% |
| Q1 2022 | $2,661,000 | +10.8% | 26,252 | +17.9% | 0.44% | +21.7% |
| Q4 2021 | $2,402,000 | +49.5% | 22,264 | +36.4% | 0.36% | +37.0% |
| Q3 2021 | $1,607,000 | -18.0% | 16,324 | -18.0% | 0.26% | -19.1% |
| Q2 2021 | $1,960,000 | +24.6% | 19,909 | +15.0% | 0.32% | +15.7% |
| Q1 2021 | $1,573,000 | -4.1% | 17,315 | -9.2% | 0.28% | -8.2% |
| Q4 2020 | $1,641,000 | +28.2% | 19,077 | +13.6% | 0.30% | +13.4% |
| Q3 2020 | $1,280,000 | +8.9% | 16,792 | +0.1% | 0.27% | 0.0% |
| Q2 2020 | $1,175,000 | +40.0% | 16,781 | +15.0% | 0.27% | +20.6% |
| Q1 2020 | $839,000 | +45.4% | 14,592 | +80.5% | 0.22% | +65.2% |
| Q4 2019 | $577,000 | – | 8,085 | – | 0.14% | – |
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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% |