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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 180,925 | $16,364,701 | 13.70% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,602 | $23,300,138 | 12.64% |
| Erickson Financial Group, LLC | 126,268 | $11,420,941 | 11.33% |
| TAIYO LIFE INSURANCE CO | 1,307,000 | $118,218 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 65,546 | $5,928,474 | 9.63% |
| FFG RETIREMENT ADVISORS LLC | 103,557 | $9,366,731 | 8.02% |
| Sharkey, Howes & Javer | 366,637 | $33,162,345 | 7.11% |
| Detalus Advisors, LLC | 158,133 | $14,303,130 | 6.84% |
| West Wealth Group, LLC | 154,258 | $13,952,652 | 6.46% |
| Northwest Capital Management Inc | 143,631 | $12,991,462 | 6.31% |