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 | $33,826 | -16.0% | 360,201 | -12.9% | 0.16% | -14.1% |
| Q2 2023 | $40,283 | -0.4% | 413,330 | -7.6% | 0.18% | -7.1% |
| Q1 2023 | $40,456 | -36.5% | 447,272 | -40.5% | 0.20% | -40.0% |
| Q4 2022 | $63,683 | -99.9% | 751,419 | -24.1% | 0.33% | -25.5% |
| Q3 2022 | $78,652,000 | +3.1% | 990,454 | +8.9% | 0.44% | +7.8% |
| Q2 2022 | $76,302,000 | -16.8% | 909,444 | +0.5% | 0.41% | -2.4% |
| Q1 2022 | $91,754,000 | +7.9% | 905,319 | +14.8% | 0.42% | +10.8% |
| Q4 2021 | $85,070,000 | +21.5% | 788,411 | +10.8% | 0.38% | +9.8% |
| Q3 2021 | $70,037,000 | +19.0% | 711,326 | +19.1% | 0.35% | +23.1% |
| Q2 2021 | $58,834,000 | +13.6% | 597,479 | +4.8% | 0.28% | 0.0% |
| Q1 2021 | $51,802,000 | +11.4% | 570,071 | +5.5% | 0.28% | +3.3% |
| Q4 2020 | $46,488,000 | +65.7% | 540,373 | +46.8% | 0.27% | +43.9% |
| Q3 2020 | $28,050,000 | +15.6% | 368,064 | +6.1% | 0.19% | +3.3% |
| Q2 2020 | $24,269,000 | +316.1% | 346,745 | +241.7% | 0.18% | +226.8% |
| Q1 2020 | $5,833,000 | +421.7% | 101,469 | +547.4% | 0.06% | +522.2% |
| Q4 2019 | $1,118,000 | +17.2% | 15,674 | +7.4% | 0.01% | +12.5% |
| Q3 2019 | $954,000 | +6.1% | 14,597 | +4.8% | 0.01% | 0.0% |
| Q2 2019 | $899,000 | +124.2% | 13,930 | +116.0% | 0.01% | +100.0% |
| Q1 2019 | $401,000 | -92.1% | 6,449 | -93.0% | 0.00% | -92.9% |
| Q4 2018 | $5,084,000 | -13.9% | 92,552 | +0.3% | 0.06% | 0.0% |
| Q3 2018 | $5,902,000 | +9.7% | 92,255 | +2.7% | 0.06% | -1.8% |
| Q2 2018 | $5,378,000 | – | 89,801 | – | 0.06% | – |
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% |