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 | $2,845,385 | -1.7% | 30,299 | +2.1% | 0.04% | -6.7% |
| Q2 2023 | $2,893,571 | +8.4% | 29,690 | +0.6% | 0.04% | -10.0% |
| Q1 2023 | $2,669,826 | +40.1% | 29,517 | +24.7% | 0.05% | +6.4% |
| Q4 2022 | $1,906,016 | -46.5% | 23,664 | -47.3% | 0.05% | -57.7% |
| Q3 2022 | $3,565,000 | -3.9% | 44,891 | +1.5% | 0.11% | -1.8% |
| Q2 2022 | $3,711,000 | -13.0% | 44,235 | +5.1% | 0.11% | -19.3% |
| Q1 2022 | $4,264,000 | -3.2% | 42,070 | +3.0% | 0.14% | -2.1% |
| Q4 2021 | $4,406,000 | +1468.0% | 40,830 | +1332.6% | 0.14% | +1330.0% |
| Q3 2021 | $281,000 | +33.8% | 2,850 | +23.1% | 0.01% | -9.1% |
| Q1 2021 | $210,000 | -9.5% | 2,315 | -30.2% | 0.01% | -38.9% |
| Q2 2020 | $232,000 | – | 3,315 | – | 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% |