ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 51 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,197,249 | +3.5% | 76,317 | +7.0% | 0.31% | +4.4% |
Q2 2023 | $6,950,995 | +15.1% | 71,322 | +6.8% | 0.30% | +8.0% |
Q1 2023 | $6,039,675 | +4.9% | 66,774 | -1.7% | 0.27% | -0.7% |
Q4 2022 | $5,758,380 | +7.7% | 67,946 | +0.9% | 0.28% | -14.8% |
Q3 2022 | $5,348,000 | -1.3% | 67,362 | +4.2% | 0.32% | -20.6% |
Q2 2022 | $5,421,000 | -23.9% | 64,627 | -8.0% | 0.41% | +12.7% |
Q1 2022 | $7,124,000 | +11.2% | 70,267 | +18.4% | 0.36% | +16.0% |
Q4 2021 | $6,407,000 | +8.1% | 59,359 | -1.4% | 0.31% | -1.3% |
Q3 2021 | $5,928,000 | +8.1% | 60,214 | +8.2% | 0.32% | +43.6% |
Q2 2021 | $5,482,000 | +16.5% | 55,660 | +7.5% | 0.22% | +6.8% |
Q1 2021 | $4,704,000 | +1.4% | 51,796 | -3.9% | 0.21% | -8.0% |
Q4 2020 | $4,637,000 | +8.3% | 53,891 | -4.1% | 0.22% | +8.2% |
Q3 2020 | $4,283,000 | -67.7% | 56,215 | -70.3% | 0.21% | -70.6% |
Q2 2020 | $13,253,000 | +406.8% | 189,343 | +316.2% | 0.70% | +316.6% |
Q1 2020 | $2,615,000 | +142.6% | 45,489 | +201.0% | 0.17% | +225.0% |
Q4 2019 | $1,078,000 | +61.4% | 15,115 | +24.4% | 0.05% | +52.9% |
Q4 2018 | $668,000 | – | 12,150 | – | 0.03% | – |
Download |
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% |