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 | $1,010 | -51.9% | 10,760 | -56.6% | 0.01% | -66.7% |
| Q4 2022 | $2,099 | -99.4% | 24,772 | +467.1% | 0.03% | +650.0% |
| Q3 2022 | $346,000 | -92.8% | 4,368 | -92.4% | 0.00% | -92.5% |
| Q2 2022 | $4,828,000 | +875.4% | 57,547 | +1076.1% | 0.05% | +1225.0% |
| Q1 2022 | $495,000 | -58.3% | 4,893 | -55.6% | 0.00% | -42.9% |
| Q4 2021 | $1,187,000 | -51.1% | 11,009 | -55.4% | 0.01% | -53.3% |
| Q3 2021 | $2,428,000 | -49.5% | 24,661 | -49.5% | 0.02% | -65.9% |
| Q2 2021 | $4,812,000 | +198.9% | 48,872 | +161.0% | 0.04% | +37.5% |
| Q4 2020 | $1,610,000 | -2.7% | 18,723 | -13.8% | 0.03% | -33.3% |
| Q3 2020 | $1,654,000 | – | 21,710 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |