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 | $6,186,492 | -2.9% | 65,877 | +0.7% | 0.46% | -0.9% |
Q2 2023 | $6,373,249 | +14.3% | 65,393 | +6.0% | 0.46% | +23.0% |
Q1 2023 | $5,577,984 | +36.9% | 61,669 | +28.3% | 0.38% | +29.9% |
Q4 2022 | $4,075,118 | +14.0% | 48,084 | +6.8% | 0.29% | +5.4% |
Q3 2022 | $3,575,000 | -7.2% | 45,020 | -1.9% | 0.28% | -3.5% |
Q2 2022 | $3,852,000 | -36.1% | 45,907 | -22.8% | 0.29% | -28.1% |
Q1 2022 | $6,030,000 | +3.1% | 59,501 | +9.7% | 0.40% | +7.0% |
Q4 2021 | $5,851,000 | +7.2% | 54,227 | -2.2% | 0.37% | -1.8% |
Q3 2021 | $5,458,000 | +5.1% | 55,430 | +5.1% | 0.38% | +11.1% |
Q2 2021 | $5,194,000 | +34.6% | 52,745 | +24.2% | 0.34% | +23.1% |
Q1 2021 | $3,858,000 | +17.8% | 42,458 | +11.5% | 0.28% | +11.7% |
Q4 2020 | $3,276,000 | +26.0% | 38,076 | +11.6% | 0.25% | -0.8% |
Q3 2020 | $2,600,000 | +113.3% | 34,116 | +95.8% | 0.25% | +39.7% |
Q2 2020 | $1,219,000 | +77.7% | 17,423 | +46.0% | 0.18% | +49.2% |
Q1 2020 | $686,000 | -68.9% | 11,933 | -61.5% | 0.12% | -78.9% |
Q4 2019 | $2,208,000 | +65.5% | 30,955 | +51.7% | 0.57% | +61.0% |
Q3 2019 | $1,334,000 | +91.9% | 20,408 | +89.6% | 0.35% | +87.3% |
Q2 2019 | $695,000 | +3.4% | 10,763 | -0.5% | 0.19% | -92.0% |
Q1 2019 | $672,000 | – | 10,816 | – | 2.37% | – |
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% |