ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 36 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98 | 0.0% | 1,053 | +4.3% | 0.01% | 0.0% |
| Q2 2023 | $98 | +6.5% | 1,010 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $92 | +8.2% | 1,010 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $85 | -99.9% | 1,010 | +3.8% | 0.01% | +12.5% |
| Q3 2022 | $77,000 | -23.0% | 973 | -18.3% | 0.01% | -46.7% |
| Q2 2022 | $100,000 | +284.6% | 1,191 | +310.7% | 0.02% | +150.0% |
| Q1 2021 | $26,000 | +160.0% | 290 | +81.2% | 0.01% | +100.0% |
| Q1 2019 | $10,000 | 0.0% | 160 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $10,000 | – | 160 | – | 0.00% | – |
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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% |