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 | $5,840,160 | -0.8% | 62,189 | +3.0% | 0.23% | -3.4% |
Q2 2023 | $5,887,062 | +34.7% | 60,405 | +25.0% | 0.24% | +24.7% |
Q1 2023 | $4,370,219 | +14.2% | 48,316 | +7.0% | 0.19% | +5.6% |
Q4 2022 | $3,826,550 | +11.3% | 45,151 | +4.3% | 0.18% | 0.0% |
Q3 2022 | $3,439,000 | +4.0% | 43,302 | +9.9% | 0.18% | +4.0% |
Q2 2022 | $3,306,000 | +93.1% | 39,403 | +133.3% | 0.17% | +103.5% |
Q1 2022 | $1,712,000 | -26.2% | 16,893 | -21.4% | 0.08% | -26.7% |
Q4 2021 | $2,320,000 | +108.6% | 21,497 | +90.4% | 0.12% | +84.1% |
Q3 2021 | $1,112,000 | -0.5% | 11,290 | -0.6% | 0.06% | -7.4% |
Q2 2021 | $1,118,000 | +18.9% | 11,355 | +9.7% | 0.07% | -9.3% |
Q1 2021 | $940,000 | +99.2% | 10,349 | +88.5% | 0.08% | +108.3% |
Q4 2020 | $472,000 | +28.3% | 5,490 | +13.7% | 0.04% | +16.1% |
Q3 2020 | $368,000 | +11.5% | 4,830 | +2.3% | 0.03% | 0.0% |
Q2 2020 | $330,000 | – | 4,720 | – | 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% |