ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,317,555 | +14.4% | 50,682 | +2.4% | 1.14% | +5.1% |
| Q3 2023 | $4,648,357 | -6.3% | 49,498 | -2.8% | 1.09% | -3.4% |
| Q2 2023 | $4,962,371 | +4.1% | 50,917 | -3.4% | 1.13% | -0.8% |
| Q1 2023 | $4,765,087 | +103062.7% | 52,682 | -3.3% | 1.14% | +1.4% |
| Q4 2022 | $4,619 | -99.9% | 54,500 | -6.2% | 1.12% | -6.7% |
| Q3 2022 | $4,613,000 | -4.9% | 58,086 | +0.4% | 1.20% | +4.3% |
| Q2 2022 | $4,852,000 | -14.0% | 57,829 | +3.8% | 1.15% | +9.1% |
| Q1 2022 | $5,645,000 | -10.6% | 55,697 | -4.8% | 1.06% | -5.6% |
| Q4 2021 | $6,312,000 | +9.2% | 58,492 | -0.4% | 1.12% | -0.4% |
| Q3 2021 | $5,781,000 | -0.6% | 58,710 | -0.6% | 1.12% | +0.7% |
| Q2 2021 | $5,813,000 | +14.2% | 59,036 | +5.4% | 1.12% | +5.6% |
| Q1 2021 | $5,090,000 | +70.5% | 56,012 | +61.4% | 1.06% | +61.2% |
| Q4 2020 | $2,986,000 | +11.0% | 34,712 | -1.6% | 0.66% | -4.4% |
| Q3 2020 | $2,689,000 | +3.6% | 35,286 | -4.9% | 0.68% | -3.8% |
| Q2 2020 | $2,596,000 | +43.2% | 37,092 | +17.6% | 0.71% | +19.9% |
| Q1 2020 | $1,813,000 | – | 31,530 | – | 0.59% | – |
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% |