ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 677 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,501,449 | -4.3% | 37,285 | -0.7% | 0.28% | +1.5% |
| Q2 2023 | $3,660,645 | +19.2% | 37,560 | +10.6% | 0.28% | +14.6% |
| Q1 2023 | $3,070,668 | +13.1% | 33,949 | +5.9% | 0.24% | +4.3% |
| Q4 2022 | $2,715,982 | +1.2% | 32,047 | -5.2% | 0.23% | -8.0% |
| Q3 2022 | $2,684,000 | -2.9% | 33,797 | +2.6% | 0.25% | +2.0% |
| Q2 2022 | $2,763,000 | -10.6% | 32,928 | +8.0% | 0.24% | +1.2% |
| Q1 2022 | $3,091,000 | +6.0% | 30,497 | +12.9% | 0.24% | +11.5% |
| Q4 2021 | $2,915,000 | +131.0% | 27,013 | +110.8% | 0.22% | +110.7% |
| Q3 2021 | $1,262,000 | +44.4% | 12,812 | +44.3% | 0.10% | +43.1% |
| Q2 2021 | $874,000 | +24.9% | 8,878 | +15.3% | 0.07% | +20.0% |
| Q1 2021 | $700,000 | -58.8% | 7,702 | -61.0% | 0.06% | -73.1% |
| Q4 2020 | $1,701,000 | – | 19,771 | – | 0.22% | – |
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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% |