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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $503,088 | +30.1% | 5,162 | +20.7% | 0.06% | +12.1% |
| Q1 2023 | $386,673 | -69.9% | 4,275 | -71.8% | 0.06% | -72.0% |
| Q4 2022 | $1,284,725 | -3.5% | 15,159 | -9.6% | 0.21% | +81.6% |
| Q3 2022 | $1,331,000 | -13.7% | 16,762 | -8.8% | 0.11% | -52.9% |
| Q2 2022 | $1,542,000 | -15.2% | 18,387 | +9.1% | 0.24% | +250.7% |
| Q4 2021 | $1,818,000 | +10.0% | 16,849 | +0.3% | 0.07% | -72.5% |
| Q3 2021 | $1,653,000 | +22.4% | 16,791 | +22.4% | 0.25% | +22.4% |
| Q2 2021 | $1,350,000 | +23.9% | 13,714 | +14.3% | 0.20% | +18.5% |
| Q1 2021 | $1,090,000 | +8.1% | 11,999 | +2.4% | 0.17% | +3.0% |
| Q4 2020 | $1,008,000 | +69.4% | 11,717 | +50.1% | 0.17% | +48.7% |
| Q3 2020 | $595,000 | +3.1% | 7,805 | -5.3% | 0.11% | -0.9% |
| Q2 2020 | $577,000 | +111.4% | 8,240 | +73.6% | 0.11% | +62.9% |
| Q1 2020 | $273,000 | – | 4,746 | – | 0.07% | – |
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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% |