ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,536,609 | -13.3% | 133,496 | -10.0% | 0.01% | -15.4% |
Q2 2023 | $14,458,971 | -14.2% | 148,358 | -20.4% | 0.01% | -18.8% |
Q1 2023 | $16,853,277 | -1.8% | 186,327 | -8.0% | 0.02% | -5.9% |
Q4 2022 | $17,160,350 | +6.8% | 202,482 | +0.1% | 0.02% | 0.0% |
Q3 2022 | $16,070,000 | -5.3% | 202,373 | +0.0% | 0.02% | 0.0% |
Q2 2022 | $16,977,000 | -17.2% | 202,352 | +0.1% | 0.02% | 0.0% |
Q1 2022 | $20,492,000 | -6.0% | 202,195 | +0.1% | 0.02% | 0.0% |
Q4 2021 | $21,799,000 | +0.2% | 202,027 | -8.6% | 0.02% | -10.5% |
Q3 2021 | $21,754,000 | – | 220,944 | – | 0.02% | – |
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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% |