ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,258,966 | -25.8% | 87,574 | -23.4% | 0.22% | -10.8% |
| Q2 2023 | $11,137,848 | +5.6% | 114,281 | -2.0% | 0.25% | -11.0% |
| Q1 2023 | $10,549,270 | -54.7% | 116,631 | -57.5% | 0.28% | -56.9% |
| Q4 2022 | $23,281,010 | -3.3% | 274,702 | -9.4% | 0.65% | -10.3% |
| Q3 2022 | $24,066,000 | -9.3% | 303,051 | -4.1% | 0.73% | -34.9% |
| Q2 2022 | $26,522,000 | -19.1% | 316,108 | -2.3% | 1.12% | +3.9% |
| Q1 2022 | $32,795,000 | +3.0% | 323,573 | +9.7% | 1.07% | +17.1% |
| Q4 2021 | $31,839,000 | +19.1% | 295,075 | +8.7% | 0.92% | +7.9% |
| Q3 2021 | $26,735,000 | +26.6% | 271,522 | +26.6% | 0.85% | +23.9% |
| Q2 2021 | $21,124,000 | +10.0% | 214,520 | +1.5% | 0.69% | +1.0% |
| Q1 2021 | $19,210,000 | +28.0% | 211,398 | +21.2% | 0.68% | -15.4% |
| Q4 2020 | $15,008,000 | +49.9% | 174,443 | +32.4% | 0.80% | +50.4% |
| Q3 2020 | $10,009,000 | +21.1% | 131,740 | +11.6% | 0.53% | -3.3% |
| Q2 2020 | $8,264,000 | +132.8% | 118,062 | +91.2% | 0.55% | +82.2% |
| Q1 2020 | $3,550,000 | – | 61,743 | – | 0.30% | – |
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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% |