ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,301,623 | -10.7% | 56,454 | -7.3% | 0.04% | +9.4% |
| Q2 2023 | $5,936,974 | -1.9% | 60,917 | -9.0% | 0.03% | -5.9% |
| Q1 2023 | $6,054,832 | +2.5% | 66,941 | -4.0% | 0.03% | +3.0% |
| Q4 2022 | $5,907,841 | +21.4% | 69,709 | +13.8% | 0.03% | +13.8% |
| Q3 2022 | $4,865,000 | +18.6% | 61,260 | +25.3% | 0.03% | +26.1% |
| Q2 2022 | $4,101,000 | +50.1% | 48,885 | +81.3% | 0.02% | +76.9% |
| Q1 2022 | $2,733,000 | +6.8% | 26,966 | +13.8% | 0.01% | +8.3% |
| Q4 2021 | $2,558,000 | +7.7% | 23,703 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $2,376,000 | +64.9% | 24,134 | +65.0% | 0.01% | +71.4% |
| Q2 2021 | $1,441,000 | -8.1% | 14,629 | -15.2% | 0.01% | -22.2% |
| Q1 2021 | $1,568,000 | -14.0% | 17,258 | -18.5% | 0.01% | -18.2% |
| Q4 2020 | $1,823,000 | +207.4% | 21,187 | +172.0% | 0.01% | +175.0% |
| Q3 2020 | $593,000 | +64.3% | 7,788 | +51.0% | 0.00% | +33.3% |
| Q2 2020 | $361,000 | -9.8% | 5,159 | -25.9% | 0.00% | 0.0% |
| Q1 2020 | $400,000 | -28.6% | 6,960 | -19.7% | 0.00% | -25.0% |
| Q2 2019 | $560,000 | +29.6% | 8,672 | +24.8% | 0.00% | +33.3% |
| Q1 2019 | $432,000 | +63.0% | 6,951 | +43.9% | 0.00% | +50.0% |
| Q4 2018 | $265,000 | – | 4,830 | – | 0.00% | – |
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% |